CRM Accounting Integrations | Nutshell Integrations

Accounting CRM Integrations

Accounting software is essential for managing sales and payments, creating invoices, and customer payment data. Using the right accounting software for your organization helps you keep track of all these responsibilities seamlessly.

What’s even better? Integrating that accounting software with your CRM.

Accounting CRM integrations allow you to sync customer data between your accounting software and CRM, so you can track interactions and keep all your data updated. That way, your CRM becomes a single source of truth for your accounting and sales teams. Integrating your accounting and CRM software also cuts back on manual data entry and simplifies tasks like invoicing, saving your team time and improving efficiency.

Box

Easily attach your sales documents

Chargebee

Keep your customer and subscription data up-to-date across platforms.

Checkfront

Sync online booking details and new customer info directly into[...]

docusign

Streamline your contracts and proposals processes.

Dropbox DocSend

Formstack

Add Nutshell contacts directly into documents

FreshBooks

Streamline invoice creation, contact management, and more.

Givebutter

Harvest

Streamline project management with transparency and accuracy.

Housecall Pro

Auto create new Leads and People records in Nutshell.

Magento

Sync your ecommerce data directly into Nutshell.

Nutshell AI

AI features built right into Nutshell.

PandaDoc

Build, deliver, and track sales quotes and proposals from Nutshell

Paypal

Automatically add new customers when they complete a PayPal transaction.

Proposals & Invoices

Create, send, review, and track Quotes, Proposals, Invoices and E-signatures.

Quickbooks (QBO)

Import your Quickbooks contacts in minutes, automatically invoice new

Servicem8

Track client and job status across platforms.

Shopify

Automatically create Shopify orders as leads in Nutshell and sync[...]

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Nutshell CRM Accounting Integrations

Nutshell offers several accounting CRM integrations for whatever way your organization prefers to manage its finances. Together, Nutshell and accounting software are pretty powerful.

Integrating Nutshell with your QuickBooks Online account lets you send people, companies, and leads into QuickBooks from their pages in Nutshell, plus create invoices in QuickBooks right from the lead page.
An integration with Xero unlocks the ability to sync customers’ order information on their pages and automatically create invoices or quotes based on deal status in Nutshell.
Integrate Nutshell with Square to track all your sales activities, reduce manual data entry, and send invoices from Nutshell.

You can also integrate with even more accounting platforms through Zapier. By connecting Nutshell with Zapier, you can integrate with tools like Sage Accounting and more. Integrating through Zapier is easy, and you can get started with a free Zapier account. Need a custom integration that fits the way your team works? Nutshell’s AppConnect will give you even more flexibility to integrate your workflows and data between Nutshell CRM and the applications your company already uses. Reach out to our team about AppConnect!

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