LeadConnector + QuickBooks Online
Create and manage new LeadConnector opportunities for each new QuickBooks Online payment
Keep your sales team up-to-date every time there's a new payment in QuickBooks Online with this automated workflow. Whenever you receive a new payment, it will simultaneously create or update an opportunity in the LeadConnector app. This efficient process not only saves time but also ensures your sales opportunities in LeadConnector stay current with your financial data. This workflow solves the classic problem of outdated or mismatched information across platforms.
Keep your sales team up-to-date every time there's a new payment in QuickBooks Online with this automated workflow. Whenever you receive a new payment, it will simultaneously create or update an opportunity in the LeadConnector app. This efficient process not only saves time but also ensures your sales opportunities in LeadConnector stay current with your financial data. This workflow solves the classic problem of outdated or mismatched information across platforms.
- When this happens...New Payment
Triggered when a payment is received (with line item support).
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
