Articles on: Integration

How do I integrate XTEN-AV with other tools like CRM or accounting software?

Overview


Integrating XTEN-AV with external tools such as CRM or accounting software helps streamline workflows, reduce manual data entry, and maintain consistency across systems. These integrations enable seamless data sharing between platforms for better projects.


  • Click Settings from the profile menu in the top-right corner.



  • Navigate to the Integrations tab to view the list of available integrations such as CRM, project management, and accounting tools.



  • Click the + Connect with icon next to the desired integration (e.g., Salesforce, HubSpot, QuickBooks, etc.).


To connect with Salesforce, please follow the steps mentioned in the provided link : https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-salesforce-5gw5tv/


To connect with Zoho, please follow the steps mentioned in the provided link : https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-zoho-daops8/


To connect with QuickBooks, please follow the steps mentioned in the provided link : https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-quickbooks-online-version-ypel3c/


To connect with Hubspot, please follow the steps mentioned in the provided link : https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-hubspot-1q7ms4x/

Updated on: 06/22/2026

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