Create new QuickBooks Online customers from new Odoo CRM leads
Streamline your customer management process with this efficient workflow. Whenever you capture a new lead in Odoo CRM, it will immediately create a new customer in QuickBooks Online. This handy automation saves you the time of manual data entry, ensuring your customer records are consistently updated across both platforms. Enhance your efficiency and accuracy, leaving you more time to focus on growing your business.
Streamline your customer management process with this efficient workflow. Whenever you capture a new lead in Odoo CRM, it will immediately create a new customer in QuickBooks Online. This handy automation saves you the time of manual data entry, ensuring your customer records are consistently updated across both platforms. Enhance your efficiency and accuracy, leaving you more time to focus on growing your business.
- When this happens...New Lead
Triggers on a new lead.
- automatically do this!Create Customer
Triggered when you add a new customer.
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