How it works

Now, let’s look at how you can keep your product catalogues in sync between QuickBooks and HubSpot CRM, enabling seamless collaboration between your accounting and customer-facing teams.

Step 1: Managing Products in QuickBooks

Start by managing your products and services in QuickBooks. Whether you’re creating new products or services, updating existing ones (like changing names, categories, prices, or preferred vendors), or deleting obsolete items, QuickBooks will serve as your primary hub for these updates. 

Step 2: Tying Changes to HubSpot CRM

All changes made in QuickBooks will be automatically tied to HubSpot CRM based on the SKU of each product or service. This ensures that your systems are always aligned, with no discrepancies in product information. 

Step 3: Real-Time Updates via Make.com

Here’s where the magic happens: any changes you make in QuickBooks are instantly reflected in HubSpot CRM using Make.com. This powerful integration tool ensures that updates, additions, or deletions in your QuickBooks product catalogue are mirrored in HubSpot CRM without delay. This seamless integration not only improves internal efficiency but also enhances your customer interactions, enabling a more professional and streamlined approach to sales and service.