Create QuickBooks Online Customers for Won Deals in UPilot
When this happensStep 1: Updated Deal
Keeping your books and contacts organized is a big job. If you're using QuickBooks Online to manage your invoicing, with the UPilot-Quickbooks Online integration you can automatically create Customers in QuickBooks when a deal is marked as Won in UPilot.
How this UPilot-QuickBooks Online integration works
- A deal is marked as won in UPilot
- Zapier automatically creates the Customer in QuickBooks Online
- Filter by Zapier
- QuickBooks Online