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CRM Plug-ins & APIs

QuickBooks™ Integration

Fully integrate your sales process with your key account and financial information

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Quickbooks API

Download the CRM Quickbooks API Datasheet

CampaignerSPM™ integration with QuickBooks™ automatically synchronizes your CampaignerSPM data directly with your QuickBooks software client. Sales teams have up-to-date access to accurate, detailed customer and account information, and transactions. Your QuickBooks information is automatically updated whenever new information is available.

Eliminate duplicate data entry and errors

CampaignerSPM integration with QuickBooks lets you accurately synchronize your customer data from CampaignerSPM's Accounts, Contacts, Opportunities, and Products with your QuickBooks' Customers, Jobs, Transactions and Items. Maintain consistency and eliminate the need for duplicate data entries. Now, whether you're on the sales team or in the back office, you can be confident that your customer information is accurate and up-to-date.

  • Eliminate duplicate data entry to update customer information, addresses and more.
  • Ensure 100% data accuracy to avoid common data entry errors.
  • Easily generate documents such as estimates, invoices, receipts, and more.
  • Accurately track jobs and transactions to keep everything fully visible to both sales
    and accounting.

Easily generate estimates, invoices, orders, and more

CampaignerSPM integration with QuickBooks helps to grow your business by helping shorten the time between making the sale and invoicing the customer. Salespeople can easily generate accurate estimates, sales orders, and receipts using the same data the rest of the office uses.

CampaignerSPM integration with QuickBooks can automatically generate estimates, invoice or other documents for the customer, based on a specific opportunity status. Or, you can link to specific sales confidence levels to automatically generate documents. And whenever information is updated in CampaignerSPM, it is automatically synchronized with QuickBooks, ensuring data and reporting accuracy.

Automated, Accurate Information Flow Customer data stays up to date and accurate, regardless of whether data is updated using CampaignerSPM or QuickBooks. Automatic synchronization ensures 100% accuracy!
Two-way Synchronization Ensures 100% Data Accuracy CampaignerSPM integration with QuickBooks automatically synchronizes Accounts, Contacts and Products in both directions, while Opportunities synchronizes in one direction to avoid conflicts.
Automate Document Generation to Key Sales Thresholds Set automatic generation of key sales documents such as estimates, sales orders, invoices and more, by linking specific opportunities in CampaignerSPM to transactions in QuickBooks. Or, link it to sales confidence levels to automatically generate the document when a specific level has been achieved
Personalized Training and Support Webinars and Resources We're here to help you get the most out of CampaignerSPM. Our live, interactive, and personalized training and support Webinars help you set up, configure, and start using CampaignerSPM integration with QuickBooks. We'll show you the industry's best practices, share some tips and tricks, and answer all of your questions.

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