One source of truth

The defining idea of WorkSquares is one workspace with one shared record set, instead of copies you keep in step by hand. Today that record set is real between CRM and CPQ; Accounts shares the workspace but keeps its own customer list. This page is explicit about where the line falls.

Shared masters

• Customers (CRM calls them accounts) — CRM and CPQ work on the same customer. CRM is the system of record: create or edit the customer there and CPQ has it automatically as the paired record — linked by UUID and kept in step for you, never re‑keyed. The Accounts product keeps its own customer list today; pairing it to the CRM/CPQ customer is planned, not built.
• Contacts — the people at those accounts, shared between CRM and CPQ the same way.
• Products & items — one product catalogue: sold and invoiced in CPQ, and extended with stock attributes — never copied — when Inventory keeps stock of it. A CRM product carries the CPQ product it refers to, so both sides can name the same item; unlike customers and contacts, that link is set on the record rather than kept in step for you.

The CRM↔CPQ sharing runs continuously — there is no nightly export to schedule. It is a deployment‑level setting, so if a change made in CRM is not showing up in CPQ, ask your administrator whether suite sync is switched on.

How work flows

A single customer moves from CRM into CPQ without re‑keying:

CRM lead → convert → Account + Deal
   Deal → CPQ Quote → approved → accepted
      Quote → CPQ Sales Order → CPQ Invoice → Payment
         Accounts → AR invoice raised there → general ledger

The deal in CRM and the quote, order and invoice in CPQ all name the same customer, so those reports agree — it is one sale, not four records that happen to share a name.

Two things are worth stating plainly. Billing lives in CPQ today — subscriptions, metered usage capture, invoices, payments, credit notes and dunning all run there (see Subscriptions and Billing & payments); a separate Billing product is on the roadmap, but nothing waits on it. And Accounts stays the financial system of record: the ledger entry for a sale is raised in Accounts itself, because a CPQ invoice does not yet post itself into the Accounts ledger.

Tenancy

Each company is a single workspace (tenant). Every query is scoped to your workspace, so your data is isolated from every other customer’s. The same workspace identity is used in every product you are enabled for — that is what lets a record in one product refer to a record in another.