Connecting Your Agile CRM & QuickBooks Data
Whether you’re integrating Agile CRM with QuickBooks or moving data from one of these solutions to the other, getting your information where it needs to be is crucial. Use StarfishETL’s robust iPaaS to connect your data with speed and flexibility.
Secure Connections Between Agile CRM to QuickBooks
The iPaaS powering your Agile CRM and QuickBooks connection not only provides unrivaled scalability, but also offers strict security protocols to keep data safe as it moves across applications. StarfishETL applies two-fold data security between Amazon Web and our internal servers to maintain the highest levels of protected infrastructure. Strict data encryption practices and progressive security principles keep sensitive information secure at all times as it passes between Agile CRM and QuickBooks.
Agile CRM and QuickBooks Integration
Integrate Agile CRM and QuickBooks to boost your analytical power, align your teams, and create more omnichannel experiences across your business. StarfishETL makes the process seamless with a library of pre-configured maps at your fingertips and easy ways to customize your project. Check out the visual below to learn how a typical integration flows. Then, contact our team to request a quote on your Agile CRM and QuickBooks project.
Set up access to each system
Define processes & stages
Modify integration & add custom fields
Run initial data migration load
Ensure keys are matching between systems
About These Solutions
Agile CRM is comprehensive CRM solution geared towards small and midsize companies. The solution enables sales tracking, web analytics, marketing automation functions, contract management, helpdesk features, and more. Agile CRM helps teams build and manage the entire marketing and sales lifecycle.
Quickbooks is one of the most recognized names in accounting software today, offering an easy-to-use software solution primarily designed for small and medium-sized businesses. Quickbooks can help manage payment, track expenses, and assist with payroll alongside a host of other features for streamlining financial management.