Get all your customers into one place so you have a comprehensive view of all interactions. Zapier can save your new QuickBooks Online customers as contacts in Act!, so you can focus on generating new sales.
Note: This Zapier integration does not add existing QuickBooks Online customers to Act!, only new customers created after you've set it up.
How It Works
- A new customer is added to QuickBooks Online
- Zapier creates a contact in Act!
What You Need
- Act! Premium account
- QuickBooks Online account
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Triggers when a new contact is created.
Creates a new opportunity.
Triggers when a new opportunity is created.
Adds an activity to a contact.
Triggered when a payment is received (with line item support).
Creates a new contact.
Triggered when a new vendor is added.
Updates a new contact.
Triggered when you add a new estimate.
Adds a history to a contact.
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