SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.QuickBooks Online Integrations
SugarCRM + QuickBooks OnlineCreate Customer to QuickBooks Online from New Lead in SugarCRM Read More...
SugarCRM + QuickBooks OnlineCreate Invoice to QuickBooks Online from New Lead in SugarCRM Read More...
SugarCRM + QuickBooks OnlineUpdate Invoice in QuickBooks Online when New Lead is created in SugarCRM Read More...
SugarCRM + QuickBooks OnlineCreate Sales Receipt to QuickBooks Online from New Lead in SugarCRM Read More...
SugarCRM + QuickBooks OnlineCreate Customer to QuickBooks Online from New Contact in SugarCRM Read More...
It's easy to connect SugarCRM + QuickBooks Online without coding knowledge. Start creating your own business flow.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Triggers whenevver a new account is added.
Triggers every time a new bill is added.
Triggers when you add a new customer.
Triggers whenever you add a new estimate.
Triggers every time you add a new invoice.
Triggers everytime a payment is received (with line item support).
Triggers every time a new purchase order is added.
Triggers whenever a new sales receipt is added.
Triggers every time a new vendor is added.
Create a new case
Adds a new customer.
Adds a new invoice (with line item support).
Adds a new sales receipt (with line item support).
Refresh an existing invoice (with line item support).
SugarCRM is a CRM (Customer Relationship Management. software that is used to run a business in an organized and efficient manner. It helps organizations provide better customer service, manage leads, sales, marketing and employee management.
QuickBooks Online is a cloud-based accounting software used by small businesses to track their finances, inventory and other data important for their business. QuickBooks Online helps businesses keep track of their financial records, make better decisions, avoid late payment penalties, pay employees on time and even send invoices.
Integrate SugarCRM and QuickBooks Online seamlessly for better management of your company’s sales, contacts, accounts and inventory. With integrated SugarCRM and QuickBooks Online, you can easily export or import your sales activities from SugarCRM to QuickBooks Online. The integration lets you do the fplowing:
Export a list of sales activities from SugarCRM to QuickBooks Online with selected fields such as contact name, sale date, sale price, quantity spd, account number and more.
Import a list of sales activities from QuickBooks Online to SugarCRM with selected fields like the contact name, invoice number and more.
Automatically synchronize your SugarCRM contacts with QuickBooks Online customers.
Automatically synchronize SugarCRM products with QuickBooks Online inventory items.
QuickBooks Online users can directly log in to SugarCRM and use Sugar’s traditional user interface. They can also use Sugar’s mobile app on their devices. You can choose which of these options to go for.
The integration increases the efficiency of your organization in the fplowing ways:
Quickly access data from both the systems at once, without switching among multiple screens.
Automate data entry processes with the integration, so that your employees don’t need to enter data twice. For example, you can automatically create new SugarCRM contacts for all your QuickBooks Online customers. You can also automatically associate SugarCRM products with each product in QuickBooks Online inventory when you synchronize your inventory items with SugarCRM products.
Use the mobile app to access data while on the go and complete tasks quickly. For example, you can create new leads while working on the field and add them to your SugarCRM database later on. You can also assign tasks to your employees and check their status using the mobile app.
The process to integrate SugarCRM and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.