Name: Commercient SYNC Integration for QuickBooks Desktop and Hubspot CRM
Brand: Commercient
SKU: 197534
Rating: 5.00 (4 reviews)

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★★★★★(4)

Commercient SYNC designed to integrate with QuickBooks Desktop to Hubspot CRM

Description

Your ERP and CRM explained:

QuickBooks Desktop is an ERP software that can be integrated into your CRM known as HubSpot. These systems are used to ensure that data integration runs smoothly. However, data within your QuickBooks Desktop ERP and HubSpot CRM systems can remain separated, which means your teams may miss crucial information needed to make important decisions. Therefore, SYNC can provide a cost-effective and practical way in order to make sure your operations run smoothly while enhancing visibility between your customer services, sales, front and back-office teams.

SYNC
In light of SYNC, your sales and customer service teams have a complete rundown of your entire business. This means that they are able to check the progress and status of QuickBooks Desktop tasks, resources required to complete an order, work center details, financial information, and stock levels. Your sales team can also close new business deals and instantly convert that new sale to QuickBooks Desktop in the form of a Sales Order, a Job or a new product with a BOM.

Check it out:
QuickBook Desktop ERP and HubSpot CRM

Why?

Why Use SYNC for QuickBooks Desktop ERP?

If you are looking to grow your business from anywhere in the world using cloud software, automate sales and become a fully digital business, Commercient SYNC has the app for you. Commercient’s SYNC’s application makes it possible to see your QuickBooks Desktop data in HubSpot CRM and vice-versa since it can be used on any device. In addition to this, you will need a way to ensure that you have access to accurate, complete, and up to date data in your QuickBooks Desktop ERP and HubSpot CRM. Without this, it becomes difficult to improve your income, leads, and credibility. As a result, that is why you should be using Commercient SYNC.

How can Commercient SYNC’s data integration platform benefit you?

Streamline your processes, sales, and customer service.
Commercient software provides QuickBooks Desktop users with a
“CRM in the cloud” experience.
Implementing Commercient SYNC creates a simple data integration pathway between QuickBooks Desktop and HubSpot CRM. Our SYNC solution also enables you to prevent the duplication of data, handle custom fields in HubSpot CRM.
Increase customer satisfaction.
Cut costs.
Assist with inventory control and warehouse management.
Consolidate your financials.
QuickBooks Desktop data is automatically integrated into your
HubSpot CRM so you don’t have to program anything.
There is no ETL, coding or server.
SYNC is a cloud-based app that allow access from any location. Since
it is a cloud-based experience, you can ensure that Commercient will have your data secured.
SYNC provides a 360-degree cycle in which QuickBooks Desktop can
be integrated into HubSpot CRM as well as,HubSpot CRM back into QuickBooks Desktop.
Drive profitability to your business.

What We SYNC

Commercient’s standard SYNC for QuickBooks® and HubSpot includes the integration of:

Syncing data from QuickBooks Desktop to HubSpot CRM:

Create New Contact in HubSpot CRM
Create a New Company in HubSpot CRM
Create New Deal in HubSpot CRM
Create Products in HubSpot CRM
Add Products into the Deal in HubSpot CRM
Update Contact in HubSpot CRM
Update Company in HubSpot CRM
Update Deal in HubSpot CRM
Attach Contact and Company in Deal in HubSpot CRM

Syncing data from HubSpot CRM to QuickBooks Desktop:

When a new Company is created in HubSpot CRM then a Customer is created in QuickBooks Desktop.
When a new Contact is created in HubSpot CRM then a Contact is created in QuickBooks Desktop.
When a new Deal is created or reaches a defined stage in HubSpot CRM then a Sales Order or Sales Invoice is created in QuickBooks Desktop.
When a new Product is created in HubSpot CRM then a Product is created in QuickBooks Desktop.
We SYNC Engagement activities like calls, notes, emails, tasks, and meetings. This activities can be synced and associated with company, contact, deals, tickets, and other custom object
We can SYNC data to all HubSpot CRM version including free version.

The above transactions are commonly requested, however you can choose what you want sync’d above and beyond the list above. You can perform your own custom mappings as needed.

Check out what Commercient customers are doing with SYNC for QuickBooks Desktop and HubSpot

Compatible Software

HubSpot Integration

Integration Video

Product Review

Responsive Support and Functionality

★★★★★

“Commercient's QuickBooks SYNC has been great for us. Every time we have needed to make adjustments, they have been there to help us get it done. Very responsive support and helpful when working with us to fine tune things during the initial set up (Thank you Serg!). Funneling QuickBook's information into HubSpot to easily manage customer relationships from their very first purchase. The fact that Commercient can sync QuickBooks Desktop to HubSpot was so helpful because a lot of solutions out there only worked with the online version of QuickBooks.”

- Hannah Jonasse

Great Option

★★★★★

“We used Commercient to serve as the communication between QuickBooks and HubSpot. This integration made it possible for us to gather important business intelligence to help us with our growth objectives, implement KPI's, and understand our ROI for marketing. For years we never had a solution and were stuck using only QuickBooks Enterprise. Commercient made it possible for HubSpot and QuickBooks to talk between customers, invoices, and estimates. Our sales team now has relevant information at their fingertips that has helped improve our overall close rate and average job order. None of this would have been possible if it were not for Commercient and their integration. I will mention, all integration takes longer than expected, but their staff was patient and willing to work with us and our requests.”

- Ryan Christopher

Great solution to a specific problem

★★★★★

“We found that most QuickBooks integrations for HubSpot only worked with the web version, so we were at a loss for how to get the systems talking. The Commercient sync filled that niche perfectly and allowed use to set up logic to exclude certain line items (like shipping or taxes) from the amounts we sync back to HubSpot. We use QuickBooks Desktop as our accounting suite. We needed to sync sales orders - and their associated line items - to HubSpot Deals. The ability to set up custom logic for the amount calculation was excellent. The support team is very knowledgeable and responsive.”

- Cody Pierson

Fantastic customer service

★★★★★

“HubSpot users can check sales orders and invoices themselves instead of contacting someone to run a QuickBooks report for them. SYNC works well, and the staff at Commercient is very knowledgeable and also very patient while explaining the details to this non-IT person!”

- Brenda Gunner

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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”

– Gene Horlander

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Intuit and QuickBooks are trademarks and service marks of Intuit Inc., registered in the United States and other countries.

Reviews

Rated 5 out of 5
Ryan Christopher – August 2, 2022
We used Commercient to serve as the communication between QuickBooks and HubSpot. This integration made it possible for us to gather important business intelligence to help us with our growth objectives, implement KPI’s, and understand our ROI for marketing. For years we never had a solution and were stuck using only QuickBooks Enterprise. Commercient made it possible for HubSpot and QuickBooks to talk between customers, invoices, and estimates. Our sales team now has relevant information at their fingertips that has helped improve our overall close rate and average job order. None of this would have been possible if it were not for Commercient and their integration. I will mention, all integration takes longer than expected, but their staff was patient and willing to work with us and our requests.
Rated 5 out of 5
Ryan Christopher – August 2, 2022
We used Commercient to serve as the communication between QuickBooks and HubSpot. This integration made it possible for us to gather important business intelligence to help us with our growth objectives, implement KPI’s, and understand our ROI for marketing. For years we never had a solution and were stuck using only QuickBooks Enterprise. Commercient made it possible for HubSpot and QuickBooks to talk between customers, invoices, and estimates. Our sales team now has relevant information at their fingertips that has helped improve our overall close rate and average job order. None of this would have been possible if it were not for Commercient and their integration. I will mention, all integration takes longer than expected, but their staff was patient and willing to work with us and our requests.
Rated 5 out of 5
Cody Pierson – April 19, 2023
We found that most QuickBooks integrations for HubSpot only worked with the web version, so we were at a loss for how to get the systems talking. The Commercient sync filled that niche perfectly and allowed use to set up logic to exclude certain line items (like shipping or taxes) from the amounts we sync back to HubSpot. We use QuickBooks Desktop as our accounting suite. We needed to sync sales orders – and their associated line items – to HubSpot Deals. The ability to set up custom logic for the amount calculation was excellent. The support team is very knowledgeable and responsive.
Rated 5 out of 5
Cody Pierson – April 19, 2023
We found that most QuickBooks integrations for HubSpot only worked with the web version, so we were at a loss for how to get the systems talking. The Commercient sync filled that niche perfectly and allowed use to set up logic to exclude certain line items (like shipping or taxes) from the amounts we sync back to HubSpot. We use QuickBooks Desktop as our accounting suite. We needed to sync sales orders – and their associated line items – to HubSpot Deals. The ability to set up custom logic for the amount calculation was excellent. The support team is very knowledgeable and responsive.
Rated 5 out of 5
Brenda Gunner – August 25, 2023
HubSpot users can check sales orders and invoices themselves instead of contacting someone to run a QuickBooks report for them. SYNC works well, and the staff at Commercient is very knowledgeable and also very patient while explaining the details to this non-IT person!

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	Sales Hub Plan (Starter)	Marketing Hub Plan (Starter, Professional and Enterprise)	Service Hub Plan (Starter, Professional and Enterprise)	Sales Hub Plan (Professional and Enterprise)
Commercient Features	✔	✔	✔	✔
Company SYNC	✔	✔	✔	✔
Contact SYNC	✔	✔	✔	✔
Deal SYNC without Product				✔
Deal SYNC with Product				✔
Product SYNC				✔