QuickBooks Online + Salesmate Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect QuickBooks Online and Salesmate, with as many as 172 possible integrations. Are you ready to find your productivity superpowers?
Create new Salesmate contacts for QuickBooks Online customers
Manually migrating customer info from your accounting system to your CRM can be great for managing contacts and communications but also time-consuming. Luckily, Zapier can help. Once configured, this integration will automatically create Salesmate contacts for new QuickBooks Online customers so you don't have to waste time importing/exporting them between your apps!
Note: This Zapier integration doesn't add already created contacts into Salesmate, only new contacts after you've set it up
How this QuickBooks Online-Salesmate integration works
- A new customer is added to QuickBooks Online
- Zapier adds this customer as a contact in Salesmate
- QuickBooks Online
It's easy to connect QuickBooks Online + Salesmate and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when a payment is received (with line item support).
Adds a new customer.
Triggered when a new vendor is added.
Adds a new sales receipt (with line item support).
Triggered when you add a new estimate.
Adds a new invoice (with line item support).
Triggered when you add a new customer.
Creates a New Contact.
Triggered when you add a new account.
Updates an existing Company.
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