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Create QuickBooks Online Customers for Won Deals in UPilot

  1. 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

  1. A deal is marked as won in UPilot
  2. Zapier automatically creates the Customer in QuickBooks Online

Apps involved

  • UPilot
  • Filter by Zapier
  • QuickBooks Online

Connect QuickBooks Online + UPilot in Minutes

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