Help center
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Help center

    • Introduction
      • What is Quote-to-Cash?
      • How VOGSY gets your business going
        • Benefits of using VOGSY
      • How VOGSY works with your online productivity suite
      • Sign in to VOGSY
      • Onboarding
      • Getting started
    • Working together in VOGSY
      • Managing your day
        • The VOGSY feed
        • Notifications
      • Creating teams
      • Communicating in VOGSY
        • Commenting
        • Leaving notes
      • Invite external users to VOGSY
    • Understand the Quote to Cash process in VOGSY
      • Search views
      • 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
          • Import an opportunity’s deliverables into a project
          • Bookings
        • 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 fixed-price deliverable
            • Create a time and materials deliverable
            • Create a subscription deliverable
            • Duplicate a deliverable
            • Close a deliverable
            • Delete a deliverable
            • Work with deliverable templates
            • Add resources to a deliverable
            • Delete a resource allocation
          • 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
          • Invoice reminders
          • Tracking a project’s invoices
          • 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
          • Generate and manage purchase orders
          • 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
        • Edit a timesheet
        • Add a time entry for someone else
        • Move time from one deliverable to another
        • Timesheets
        • Submit a timesheet
        • Submit someone else’s timesheet
        • Approve or reject time entries
        • Let the client approve project timesheets
        • How VOGSY determines billability
        • Reject submitted hours
        • Grant an employee the power to manage the timesheets of others
        • Edit someone else’s timesheet
      • Managing financial administration
      • Progress visualization
    • 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
        • 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 Contacts report
        • The Customers report
        • The Deliverables report
        • The Draft invoices report
        • The Employees 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 Revenue actual and forecast 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
      • Folder locations
      • Setup assistant
        • Basic Setup
          • Integrate with your Document Management System
          • Company and departments
          • Add your logo to VOGSY
          • Template languages
          • Add your logo to your document templates
          • Email templates
          • Upgrade to a domain-wide installation
          • Subscribe to VOGSY
          • Remove outbound email restriction
          • Set up folder permissions
        • 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
              • Integrate VOGSY with Salesforce
              • Connect to Copper
              • Connect to Hubspot
              • Integrate VOGSY with Zoho CRM
            • Map opportunity stages
        • Accounting integration
          • Sage accounting integration
          • Xero accounting integration
          • Quickbooks Online accounting integration
          • Exact accounting integration
        • 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
        • Seniorities
      • Master tables
        • Opportunity stages
        • Opportunity types
        • Sources
        • Job roles
        • Skill levels
        • Seniorities
        • Activities
        • Costs
        • Sales tax types
        • Expense types
        • Payment conditions
        • Industries
      • Settings
        • Companies and Departments
        • Opening balance
        • Holidays
        • Mail templates
        • Opportunity weather
        • Project settings
        • General settings
        • Timesheet
        • Opportunity settings
        • Expense settings
        • Drive folders
        • Chart 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
      • Activate multicurrency
      • Back office
      • Reset VOGSY
    • Implementation of VOGSY
      • Edit document templates
        • List of merge fields for quotes
        • List of invoice 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
    • Labels
      • Manage labels
    • Videos
      • Customer testimonials
      • Demos
      • Using VOGSY
    • FAQs
      • FAQ: Onboarding
      • FAQ: Why can’t I close this project?
      • FAQ: Invoices
    • Release notes
    • Glossary
    • Blog
  • 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

  • Zoho

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 Integrate VOGSY with Salesforce

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