Capsule CRM + QuickBooks Commerce
Create companies in QuickBooks Commerce from new or updated contacts in Capsule CRM
Keep your CRM and accounting platforms in sync with this seamless workflow. When a new or updated contact is added in Capsule CRM, this automation will create a company in QuickBooks Commerce. Stay organized and save time by ensuring your contact information is consistently up-to-date across both applications.
Keep your CRM and accounting platforms in sync with this seamless workflow. When a new or updated contact is added in Capsule CRM, this automation will create a company in QuickBooks Commerce. Stay organized and save time by ensuring your contact information is consistently up-to-date across both applications.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Company
Triggers when a new company is created.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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CRM (Customer Relationship Management)About QuickBooks Commerce
Manage your multi-channel and wholesale business in one place with QuickBooks Commerce. Increase operational efficiency with supply chain, reporting, and accounting automation.