Capsule CRM + QuickBooks Online

Create opportunities in Capsule CRM from new estimates in QuickBooks Online

When a new estimate is generated in QuickBooks Online, let this automation create a business opportunity in Capsule CRM for you. Streamline your workflow and stay organized by having all your financial estimates instantly converted into potential earnings. Make sure every estimate gets the full attention it deserves and improve your business efficiency with this seamless connection between QuickBooks Online and Capsule CRM.

When a new estimate is generated in QuickBooks Online, let this automation create a business opportunity in Capsule CRM for you. Streamline your workflow and stay organized by having all your financial estimates instantly converted into potential earnings. Make sure every estimate gets the full attention it deserves and improve your business efficiency with this seamless connection between QuickBooks Online and Capsule CRM.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Estimate

    Triggers when you add a new estimate.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Opportunity

    Creates a new Opportunity.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
capsulecrm logo
capsulecrm logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
quickbooks logo
quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

Related categories

  • Accounting

Similar apps

Xero integrationsXero integrations

Xero

Accounting
FreeAgent integrationsFreeAgent integrations

FreeAgent

Accounting
Wave integrationsWave integrations

Wave

Accounting