Add QuickBooks Online customers to Lead Closer as leads
When this happensStep 1: New Customer
Then do thisStep 2: Create Lead
Rather than manually importing your Quickbooks Online customers, use Zapier to do that admin work for you. Once you set up this Zapier integration, new customers that get added to Quickbooks Online are automatically added as Lead Closer leads, saving you time and effort. You don't have to replicate the same information multiple times across applications in order to cross-sell or up-sell.
How this QuickBooks Online-Lead Closer integration works
- A new customer is created in QuickBooks Online
- Zapier adds that customer to Lead Closer as a lead
Apps involved
- QuickBooks Online
- Lead Closer