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Create new Salesmate contacts for QuickBooks Online customers

  1. When this happensStep 1: New Customer

  2. Then do thisStep 2: Create Contact

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

  1. A new customer is added to QuickBooks Online
  2. Zapier adds this customer as a contact in Salesmate

Apps involved

  • QuickBooks Online
  • Salesmate
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Connect QuickBooks Online + Salesmate in Minutes

It's easy to connect QuickBooks Online + Salesmate and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Account

Triggered when you add a new account.

New Customer

Triggered when you add a new customer.

New Expense

Triggers when a new expense is added.

New Invoice

Triggered when you add a new invoice (with line item support).

New Payment

Triggered when a payment is received (with line item support).

New Bill

Triggers when a new bill is added.

New Estimate

Triggered when you add a new estimate.

New Invoice

Triggered when you add a new invoice.

New Sales Receipt

Triggered when a new sales receipt is added (with line item support).

New Purchase Order

Triggers when a new purchase order is added.