Whether you're selling products directly from your Gravity Forms form, or are just using your form to start your relationship with potential customers, you can add each person who fills out your form as a customer to QuickBooks with this integration. That way, when they are ready to buy, you can send them an invoice directly from QuickBooks.
How it Works
Zapier will watch your Gravity Forms form for new entries. Whenever your form is filled out, Zapier will copy the info and use it to add a new customer to you QuickBooks Online account.
What You Need
- A Gravity Forms form
- A QuickBooks Online account
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Triggers when a form is submitted.
Adds a new customer.
Triggered when a payment is received (with line item support).
Adds a new sales receipt (with line item support).
Triggered when a new vendor is added.
Adds a new invoice (with line item support).
Triggered when you add a new estimate.
Creates a new journal entry.
Triggered when you add a new customer.
Create a new bill, optionally tied to a customer (with line item support).