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Microsoft Dynamics 365 CRM + QuickBooks Online

Microsoft Dynamics 365 CRM + QuickBooks Online

Microsoft Dynamics 365 CRM + QuickBooks Online integrations

Create customers in QuickBooks Online from new leads in Microsoft Dynamics 365 CRM

Stay on top of your business process with this practical workflow. When you have a new lead in Microsoft Dynamics 365 CRM, it instantly creates a customer record in QuickBooks Online. This automation not only streamlines your lead management but also ensures that your customer data stays consistent across both platforms. Take care of your critical tasks without hassle and focus on building successful relationships with your leads.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerTriggers when you add a new customer.
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More things you can do with Microsoft Dynamics 365 CRM and QuickBooks Online

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and QuickBooks Online

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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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.
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