Create customers in QuickBooks Online from new leads in EFC Aquila
Whenever you receive a new lead in your EFC Aquila system, streamline your workflow through the seamless creation of a new customer profile in QuickBooks Online. With this automation, you can efficiently manage your customers by ensuring all lead information is readily available, enhancing customer relations and potential conversion rates. Save time, reduce errors, and enhance your sales process with this efficient business solution.
Whenever you receive a new lead in your EFC Aquila system, streamline your workflow through the seamless creation of a new customer profile in QuickBooks Online. With this automation, you can efficiently manage your customers by ensuring all lead information is readily available, enhancing customer relations and potential conversion rates. Save time, reduce errors, and enhance your sales process with this efficient business solution.
- When this happens...New Lead
Triggers when a new lead is added to a Location.
- automatically do this!Create Customer
Triggered when you add a new customer.
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