Integrate CRM and Accounting
From opportunity to invoice
Integrating CRM and accounting software closes the gap between sales and finance. Automatic invoicing for won deals, payment status directly in the CRM, less friction.
Typical challenges without integration
Manual invoices
Won deals have to be transferred to accounting by hand. Time-consuming and error-prone.
Payment status unknown
Sales does not know whether the customer has paid. Awkward at the next contact.
Duplicate customer data
Customers are created separately in the CRM and in accounting. Inconsistencies are inevitable.
Manual revenue reporting
For real revenue figures, data has to be gathered from both systems.
Integration options
Native integration
HubSpot + DATEV, Pipedrive + sevDesk, Zoho + lexoffice. Many ready-made connectors available.
Middleware
Zapier, Make or GetMyInvoices connect CRM and accounting without development effort.
All-in-one solutions
Zoho CRM + Zoho Books, Freshsales + Freshbooks: everything from a single source.
API integration
The DATEV interface or the lexoffice API, for individual requirements.
Typical use cases
Automatic invoicing
Deal set to 'Won' → the invoice is created and sent automatically.
Payment status in the CRM
Open invoices, reminders and incoming payments are visible in the CRM.
Customer master data sync
New CRM contacts are created automatically as accounts receivable in accounting.
Revenue reporting
Real revenue figures, not just deal values, are available in the CRM for reporting.
Recurring invoices
Subscription invoices are created automatically based on CRM data.
Best practices
Validate the billing address
The CRM address and the billing address can differ. Set up the mapping correctly.
Mind the tax rates
VAT ID, reverse charge and different tax rates must be transferred correctly.
Check the DATEV export
When using DATEV: assign ledger accounts and cost centers correctly.
Historical data
Mind the existing customer mapping when migrating. Do not create everything anew.
Recommended tools & software
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