Simpro Integrations: What to Connect and Automate

Start with the connection closest to the work. Use Simpro's accounting links for accounting, compare marketplace apps for your CRM, then consider workflow tools or a custom API build. The capabilities below come from the Xero listing, MYOB listing, CRM marketplace, Zapier and Make, checked on 29 October 2026. My guide to choosing trade admin to automate first helps narrow the first workflow.

What Does Simpro Connect to Natively, and What Comes Through Its Marketplace?

The distinction matters when something breaks. Simpro's Xero App Store listing credits the integration to Simpro. The MYOB listing describes its accounting connection. Most other marketplace apps come from third-party builders and are priced separately, so check the supplier and scope before buying through the Simpro marketplace.

I'd write down one actual transaction before comparing products: which record starts the process, which fields move, and where the outcome belongs. A connector's logo tells you very little about that.

How Do the Simpro Xero and MYOB Integrations Work?

The Xero listing publishes these data directions as at 29 October 2026. A two-way connection does not mean every record travels both ways.

The MYOB page describes posting transactions to the desired MYOB account with a button click. The page covers MYOB Business and directs MYOB Acumatica users to Simpro's partner team. It does not establish a two-way MYOB sync.

I'd have the bookkeeper check the mapping and reconcile a sample before relying on either connection. Agree where staff should correct a record, too, so a fix in one system does not become another unexplained difference.

Which CRMs Connect to Simpro, and Who Builds the Connectors?

As at 29 October 2026, the marketplace CRM category lists HubSpot connectors from Aloka Technologies, Integration Fox, Simplementary and SyncEzy; Pipedrive connectors from Aloka Technologies and Motii; Salesforce from SyncEzy; and Zoho CRM options including SyncEzy. These are third-party apps.

For example, HubSpot CRM by SyncEzy describes transferring leads from HubSpot to Simpro and vice versa. That statement alone does not establish that quotes, jobs or every contact field also sync.

I'd ask each builder to demonstrate your exact handover: an enquiry becomes a lead, an existing customer is recognised, and the right site stays attached. Then ask which system owns each field and what happens when someone edits both records.

What Can Zapier and Make Do with Simpro?

As at 29 October 2026, Zapier's Simpro page lists New Quote, Quote Updated, New Job and Job Updated triggers, alongside customer, schedule and site events. Actions include Create Lead, Create Service Quote, Update Job and Attach File to Job, with searches including Find Quote and Find Site.

That gives you useful parts for lead entry and quote follow-up. But a Quote Updated event does not mean a quote has gone unanswered. I'd add a scheduled check and a rule that stops follow-up when the quote's status or conversation changes. Zapier's published trigger list has no Simpro invoice or payment trigger.

The Make Simpro app, credited to Maxmel Tech, lists Watch Events and modules for contacts, jobs, leads, invoices, sites, tasks and attachments. It also lists Make an API Call.

Make identifies the app as community-developed and says Make does not maintain or support it; support is with the developer, rather than Make or Simpro. The page also warns that its AI-generated content may contain errors. I'd verify the required modules with Maxmel Tech before committing.

Where Is the Simpro API Documentation, and Is a Custom Build Worth It?

The official reference is at developer.simprogroup.com/apidoc, linked from Make's app page. That page lists API key or OAuth connection options and installation permissions of Admin, Owner or App Developer.

I would not commission custom code just to move a lead if an existing action covers the required fields. I'd consider it when a necessary record, business rule or recovery process cannot be handled by an available connector.

You may be able to configure an existing connector without writing code. For a custom integration, I'd involve a developer who can own authentication, testing and failures.

How Do You Automate Trade Admin Around Simpro Step by Step?

This is a proposed enquiry and quote follow-up design, not a past Truespeak Simpro project. I'd build it around the published Zapier actions, then test each step against the business's records.

1. Name the trigger. Start with an email or form enquiry. For quote follow-up, use New Quote or Quote Updated to start tracking, then check for quotes unchanged beyond an agreed window.
2. Gather the useful data. Check the customer and site, retrieve the quote with Find Quote, and gather the original enquiry and earlier messages through available connections. Match existing records before creating another customer.
3. Prepare the next action. Use Create Lead for a suitable new enquiry. Later, draft a quote follow-up grounded in the actual conversation, perhaps answering an outstanding question or offering a site visit.
4. Protect approval. Let a person check the recipient, facts and wording before sending. Keep price changes and disputes with the owner, and recheck quote status before sending an approved draft.
5. Record the outcome. Where a related job exists, use Update Job or Attach File to Job if the action fits. Keep any unsupported recording step manual.

I'd measure enquiry-to-lead time, quotes followed up within the agreed window and duplicate customers. Those measures show whether the process works without inventing a savings figure.

Where Does Truespeak Fit Around Simpro?

For an Australian trade business that wants the automation around Simpro designed, built and then run, with a person approving anything sensitive, Truespeak is built for exactly that.

I run Truespeak from Sydney, working across Australia, mostly remotely. Before Truespeak, I ran my own e-commerce business, Haus Bright, where Zapier automations captured customer details and customer service enquiries were automated. The work covers enquiry and quote follow-up and CRM upkeep, with monitoring, failure fixes and exception reviews after launch. Where a usable connection is missing, that step stays manual.

For builders, the wider scope is on Truespeak's home builder automation page. If the underlying job system is the problem, compare Simpro alternatives or ServiceM8 and Simpro before paying to connect more software. To scope a workflow around the tools you already use, start with a discovery call.