User guide
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User guide

    • Introduction
      • What is Quote-to-Cash?
      • Getting started
      • How VOGSY gets your business going
        • Benefits of using VOGSY
      • How VOGSY works with your online productivity suite
      • Onboarding
    • Working together in VOGSY
      • Managing your day
        • The VOGSY feed
        • Notifications
      • Creating teams
      • Communicating in VOGSY
        • Commenting
        • Leaving notes
      • Inviting co-workers to VOGSY
    • Understand the Quote to Cash process in VOGSY
      • Managing accounts and organizations
        • Persons
          • Create a person
        • Organizations
          • Create an organization
          • Change an organization card’s logo
          • Change a organization card’s background
          • Add a team member to the organization
          • Remove a team member from the organization
        • Contacts
        • Customers and suppliers
      • Tracking leads and opportunities
        • Opportunities
          • Create an opportunity
          • Delete an opportunity
        • Quotes
          • Generating a quote
          • Delete a draft quote
          • Approving and sending a quote
          • Signing a quote
        • Statements of work
      • Managing projects
        • Projects
          • Work breakdown structure
          • Create a project
          • Close a project
          • Delete a project and its dependencies
          • Move forward the start date of a project
          • Deliverables
            • Create a deliverable
            • Duplicate a deliverable
            • Close a deliverable
            • Delete a deliverable
            • Work with deliverable templates
            • Add resources to a deliverable
            • Delete a resource
          • Calculation
            • Create a budget
            • Project activities
            • Add an activity to your budget
            • Delete an activity
            • Project costs
            • Add a cost to your budget
            • Delete a cost
          • Milestones
          • Planning hours
            • Editing planning
            • My planning
            • Day pattern
            • Margins
        • Invoices
          • Invoice methods
            • Fixed price invoice method
            • Time & Materials invoice method
            • Subscription invoice method
          • Change a template logo
          • Choose a layout for your customer’s invoice
          • Create an invoice template
          • Generate an invoice
          • Send an invoice to the customer
          • Create an invoice schedule
          • Delete an invoice schedule
          • Generate a draft invoice manually
          • Set a custom invoice date
          • Generate bulk invoices
          • Create a subscription invoice schedule
          • Delete a subscription invoice schedule
          • View and approve invoices
          • Add project costs to an invoice
          • Create a purchase invoice
          • How to change the approver for a purchase invoice
          • Create a credit invoice
          • Create an expense
          • Submit an invoice for approval
      • Tracking time
        • Add a time entry
        • Timesheets
        • Submit a timesheet
        • Approve or reject time entries
        • How VOGSY determines billability
        • Reject and resubmit hours
      • Progress visualization
      • Managing financial administration
    • Overviews in VOGSY
      • Charts
        • Sales funnel
        • Sales pipeline progression
        • Opportunities - weather changes
        • Order intake
        • Customer profitability
        • Projects - weather changes
        • Billability per month
        • Billability per employee
        • Project billabillity per department
        • Billable vs. non billable hours
        • Resource utilization
        • Outstanding invoices
        • Actual project margins
        • Financial KPIs
        • Revenue forecast
          • Unplanned order book details
        • Work in progress
      • Work with boards
      • Planning overviews
        • Planning projects
        • Planning resources
      • Reports
        • The Accounts payable report
        • The Accounts receivable report
        • The Audit Trails report
        • The Billability employees report
        • The Calculations report
        • The Customers report
        • The Deliverables report
        • The Draft invoices report
        • The Expenses report
        • The Financial KPIs report
        • The Financial transactions report
        • The Forward looking invoicing report
        • The Opportunities report
        • The Outstanding invoices report
        • The Planned vs Actual report
        • The Project invoices report
        • The Projects report
        • The Resource planned hours report
        • The Suppliers report
        • The Time entries report
        • The Trial balance report
        • The Working hours vs Submitted hours report
    • Set up VOGSY
      • VOGSY's data handling policy
      • Subscribe to VOGSY
      • Folder permissions
      • Setup assistant
        • Basic Setup
          • Company and departments
          • Add your Google Workspace logo to VOGSY
          • Template languages
          • Add your logo to your document templates
          • Email templates
        • Resources setup
          • Billable activities
          • Time off and other non-billable types
          • Skills
          • Skill levels
          • Employees
          • Official holiday schedules
          • Expense types
          • Expense verification
        • CRM integration
          • Set up opportunity stages
          • Set up opportunity types
          • Set up sources
          • Set up job roles
          • Set up opportunity weather
          • Set up industries
          • VOGSY and data synchronization
            • Connect to the CRM
              • Connect to Salesforce
              • Connect to Copper
              • Connect to Hubspot
            • Map opportunity stages
        • Accounting integration
          • Connect to your accounting software
          • Set the accounting software integration level
          • Map revenue types
          • Map journals
          • Map ledger accounts
          • Map departments
          • Import organization and contact data
        • Projects setup
          • Other project costs
          • Sales taxes and VAT
          • Set up payment conditions
          • Set up project settings
        • Accounting setup
          • Ledger accounts
          • Journals
          • Revenue types
          • Currencies
          • Accounting settings
          • KPI attributes
          • Set up Financial KPIs
      • Employees
        • Placeholders
        • Roles and Permissions
        • User types
        • Skill levels
      • Master tables
        • Opportunity stages
        • Opportunity types
        • Sources
        • Job roles
        • Activities
        • Costs
        • Sales tax types
        • Payment conditions
        • Industries
      • Settings
        • Companies and Departments
        • Opening balance
        • Holidays
        • Mail templates
        • Opportunity weather
        • Project settings
        • General settings
        • Timesheet
        • Opportunity settings
      • Integrations
        • Use the VOGSY Google Workspace add-on
        • Install the Microsoft Excel add-in
        • Accounting integration
        • CRM integration
        • Integrate VOGSY with Jira
          • Set up JIRA integration
          • Create a Jira issue from a project
          • Link an existing Jira issue to a project
          • Remove a Jira issue from a project
          • Track your time on a project from a Jira issue
          • Add a time entry directly from a Jira issue
        • Integrate VOGSY with Trello
          • Connect to Trello
          • Using Trello boards in VOGSY
          • Using Trello cards in VOGSY
    • Implementation of VOGSY
      • Edit document templates
        • List of template merge fields
      • Edit ledger accounts
      • Mass import
      • Manage budgets
      • Uninstall VOGSY
    • Opportunities for new projects
    • Work with tasks
      • View all tasks
      • View a task
      • Create a task
      • Change the status of a task
      • Change the due time of a task
      • Add a comment to a task
      • Attach a file to a task
      • Track time on a task
      • Add a status to the Tasks view
    • Videos
      • Customer testimonials
      • Demos
      • Using VOGSY
    • FAQs
      • FAQ: Onboarding
      • FAQ: Why can’t I close this project?
      • FAQ: Invoices
    • Release notes
    • Blog
User guide latest
  • User guide
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  • User guide
  • Set up VOGSY
  • Setup assistant
  • CRM integration
  • VOGSY and data synchronization
  • Connect to the CRM

Connect to the CRM

This topic explains how to connect to the following CRMs:

  • Salesforce

  • Copper

  • Hubspot

In order to activate the connect between the CRM and VOGSY, you must have the Support staff role and you must have admin rights in your CRM.
VOGSY and data synchronization Connect to Salesforce

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