CRM Connector

CRM Connector keeps your CRM, field service and accounting apps in sync, so a new customer, a won deal or a paid invoice shows up where your team works without being copied by hand. It connects systems such as QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive, Salesforce, ServiceM8 and more.

Without an account, ask Claude what two systems can sync: which records travel (contacts, invoices, quotes, deals, jobs), in which direction, at which moment (for example only once an invoice is paid) and which filters apply. Describe the workflow you want, such as "when a deal is won in HubSpot, make a draft invoice in QuickBooks Online", and get a plan plus a link that opens the CRM Connector setup prefilled, where you connect both systems and review everything before anything syncs.

CRM Connector customers who connect their account can ask which integrations they have and whether they are running, what failed and why, what is waiting on a related record, and what the latest syncs of an integration did.

Every tool only reads. Nothing is created, changed, paused or deleted, and the records in your connected systems are never touched. Answers about your account contain integration and system names, statuses, counts and readable failure reasons, never your customers' names, contact details or the amounts of individual records. Disconnect at any time in CRM Connector under Settings, Security, Connected AI assistants.