Experience next-generation automation and accountant-specific content you won’t find anywhere else.
BOMA integrates natively with Xero and The Gap, and connects to QuickBooks, Karbon, Ignition, FYI, IRIS, HubSpot, Salesforce, and WordPress via Zapier. Native integrations sync directly with no third-party connector. Zapier integrations require a free Zapier account and connect BOMA to over 5,000 apps. Every integration is available on all BOMA plans at no additional cost.
BOMA’s native Xero integration syncs your Xero Practice Manager contacts directly into BOMA. When you add a new client in Xero, they appear in BOMA automatically. No Zapier account required, no manual import, no CSV files. This is the fastest way to keep your BOMA contact list up to date with your practice management system. BOMA holds a 100% five-star rating on the Xero App Store.
BOMA’s native integration with The Gap brings proven business development content directly into the BOMA content library. The Gap’s advisory content helps accounting firms move beyond compliance and into growth-focused client conversations. Articles from The Gap appear alongside BOMA’s own content library and can be shared via email, social media, and blog in the same way as any other BOMA article.
BOMA connects to the following accounting industry apps via Zapier. Zapier is a free automation platform that moves data between apps without any coding. Each integration below has a step-by-step setup guide.
Sync your QuickBooks contacts into BOMA so your client list stays current without manual imports. When a new client is added in QuickBooks, Zapier can automatically create a matching contact in BOMA.
Connect Karbon to BOMA to sync client contacts and segment your marketing by service type, engagement status, or workflow stage. Firms using Karbon for practice management can keep their BOMA contact list aligned without duplicating data entry.
Sync contacts between HubSpot and BOMA. Use HubSpot as your CRM and BOMA as your content and campaign engine, with contacts flowing between the two automatically. New leads captured in BOMA can be pushed to HubSpot, and HubSpot contacts can be pulled into BOMA for marketing.
Connect Salesforce to BOMA to sync contacts and keep your CRM and marketing platform aligned. Useful for larger firms or groups that use Salesforce as their primary client database.
Sync FYI document management contacts into BOMA. Firms using FYI for client document storage can ensure their BOMA contact list matches their FYI client base.
Connect Ignition (proposal and engagement letter platform) to BOMA. When a new client signs an engagement letter in Ignition, Zapier can automatically add them to your BOMA contact list, ensuring new clients receive your marketing from day one.
Connect IRIS practice management to BOMA via Zapier. Sync client contacts so that your marketing list reflects your current IRIS client base without manual updates.
Publish BOMA content library articles or your own content directly to your WordPress website blog. This integration is outbound only, pushing content from BOMA to your blog. You can publish manually or set up a one-click automation. Every article published strengthens your website’s SEO.
Zapier connects BOMA to other apps using automated rules called “Zaps.” Each Zap has a trigger (something happens in one app) and an action (something happens in another app). For example: “When a new client is added in Karbon, create a new contact in BOMA.”
Getting started with BOMA and Zapier is straightforward. Sign up for a free Zapier account and then follow our step by step instructions for the app you wish to integrate with BOMA.
For any integration not listed here, contact BOMA support. Zapier connects to over 5,000 apps, so if your firm uses a specific tool, there is likely a way to connect it.
“BOMA helps me easily and regularly connect with my clients via email and social media all in one simple but powerful platform – a great time saver.”
Nikki Gilbert Kerr
Enrich Accounting
“BOMA is really easy to use! In a few clicks I can create and send a campaign via email and my social channels. I can reach more people, more easily and get on with my work for clients.”
Scott Murray
Tester Porter Services
“I am absolutely in love with BOMA. Now I enjoy writing newsletters each month and with the email templates they are super easy and the facebook ads let you quickly and easily connect with your audience.”
Jo Doye
Alluvia Financial
BOMA integrates natively with Xero and The Gap. It also connects to QuickBooks, Karbon, Ignition, FYI, IRIS, HubSpot, Salesforce, and WordPress via Zapier. Native integrations sync directly with no third-party connector. Zapier integrations require a free Zapier account.
Yes. BOMA’s Xero integration is native, meaning it syncs your Xero Practice Manager contacts directly into BOMA without needing Zapier or any other third-party tool. BOMA holds a 100% five-star rating on the Xero App Store with 16 reviews.
Only for non-native integrations. The Xero and The Gap integrations are native and require no Zapier account. All other integrations (QuickBooks, Karbon, HubSpot, Salesforce, FYI, IRIS, Ignition, WordPress) use Zapier. Zapier offers a free plan that is sufficient for most accounting firms.
Yes. BOMA connects to Xero (natively), Karbon, QuickBooks, FYI, and IRIS (via Zapier). When a new client is added in your practice management system, a matching contact can be created automatically in BOMA. This keeps your marketing list aligned with your client base without manual data entry.
Yes. BOMA connects to WordPress via Zapier. This integration publishes content from BOMA directly to your WordPress website blog. It is outbound only, meaning it pushes articles from BOMA to your blog. It does not sync subscriber data from WordPress into BOMA.
