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QuickBooks Online + SharpSpring

Create or update SharpSpring leads when new invoices are added in QuickBooks Online

Optimize your lead pipeline with this smart integration between QuickBooks Online and SharpSpring. With this automation, as soon as a new invoice is created in QuickBooks Online, a lead is immediately created or updated in SharpSpring. No more manual data inputting, instead enjoy smoother conversions and improved customer relationships.

Optimize your lead pipeline with this smart integration between QuickBooks Online and SharpSpring. With this automation, as soon as a new invoice is created in QuickBooks Online, a lead is immediately created or updated in SharpSpring. No more manual data inputting, instead enjoy smoother conversions and improved customer relationships.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Invoice

    Triggered when you add a new invoice.

    TriggerScheduled
  2. automatically do this!
    SharpSpringSharpSpring
    Create/Update Lead

    Create a Lead in SharpSpring or update by email address.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggered when you add a new account.

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

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

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Sales Receipt

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

    Trigger
    Scheduled
    Try It
quickbooks logo
quickbooks logo

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.
Learn moreHelp

Related categories

  • Accounting

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About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier