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QuickBooks Online + WhatConverts

Create QuickBooks Online customers for new WhatConverts leads

Save time and stay organized by connecting WhatConverts and QuickBooks Online with this easy-to-use workflow. Whenever a new lead is captured in WhatConverts, a customer will be created in QuickBooks Online, keeping your client list up-to-date. This seamless automation helps you focus on nurturing leads and growing your business, while reducing manual data entry tasks.

Save time and stay organized by connecting WhatConverts and QuickBooks Online with this easy-to-use workflow. Whenever a new lead is captured in WhatConverts, a customer will be created in QuickBooks Online, keeping your client list up-to-date. This seamless automation helps you focus on nurturing leads and growing your business, while reducing manual data entry tasks.

  1. When this happens...
    WhatConvertsWhatConverts
    New Lead

    Triggers when a new lead is received.

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggered when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Lead Type

    • Phone Calls (Completed)Required

    • Phone Calls (Modified)Required

    • Phone Calls (In Progress)Required

    • Text MessagesRequired

    • Web FormsRequired

    • E-Commerce TransactionsRequired

    • Custom EventsRequired

    • Chats (Completed)Required

    • Chats (In Progress)Required

    • EmailsRequired

    • AppointmentRequired

    • OtherRequired

    • ProfileRequired

    Trigger
    Instant
    Try It
    • Profile

    • Account

    • Lead Type

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Spam

    • Duplicate

    • Lead Source

    • Lead Medium

    • Lead Campaign

    • Lead Content

    • Lead Keyword

    Action
    Write
    • Lead IDRequired

    • Quotable

    • Quote Value

    • Sales Value

    • Lead Page

    • Additional Fields

    Action
    Write
    • ProfileRequired

    • Lead ID

    • Lead TypeRequired

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Caller Number

    • Email Address

    • User ID

    • Spam

    • Duplicate

    • Referrer Source

    • Referrer Medium

    • Referrer Campaign

    • Referrer Content

    • Referrer Keyword

    • Send Notification

    • Date & Time

    • WC Client Current

    • IP Address

    • Phone Number

    • Gclid

    • Msclkid

    • Lead Page

    • Landing Page

    • Operating System

    • Browser

    • Device Type

    • Device Make

    • Sender Name

    • Email Subject

    • Email Message

    • Form Name

    • Tracking Number Name

    • Tracking Number

    • Destination Number

    • Caller Name

    • Call Duration in Seconds

    • Caller City

    • Caller Zip

    • Caller State

    • Caller Country

    • Answer Status

    • Line Type

    • Call Transcription

    • Voicemail Transcription

    • Message

    • Event Category

    • Event Action

    • Event Label

    • Transaction ID

    • Transaction Tax

    • Transaction Shipping

    • Additional Fields

    Action
    Search or write
    • Lead Type

    • Phone Calls (Completed)Required

    • Phone Calls (Modified)

    • Phone Calls (In Progress)

    • Text MessagesRequired

    • Web FormsRequired

    • E-Commerce TransactionsRequired

    • Custom EventsRequired

    • Chats (Completed)Required

    • Chats (In Progress)

    • EmailsRequired

    • AppointmentsRequired

    • OtherRequired

    • ProfileRequired

    Trigger
    Instant
    Try It
    • Lead TypeRequired

    • Send Notification

    • Profile

    • Date & Time

    • Quotable

    • Quote Value

    • Sales Value

    • WC Client Current

    • Referrer Source

    • Referrer Medium

    • Referrer Campaign

    • Referrer Content

    • Referrer Keyword

    • IP Address

    • Email Address

    • Phone Number

    • User ID

    • Gclid

    • Msclkid

    • Lead Page

    • Landing Page

    • Operating System

    • Browser

    • Device Type

    • Device Make

    • Sender Name

    • Email Subject

    • Email Message

    • Form Name

    • Tracking Number Name

    • Tracking Number

    • Destination Number

    • Caller Number

    • Caller Name

    • Call Duration in Seconds

    • Caller City

    • Caller Zip

    • Caller State

    • Caller Country

    • Answer Status

    • Line Type

    • Call Transcription

    • Voicemail Transcription

    • Message

    • Event Category

    • Event Action

    • Event Label

    • Transaction ID

    • Transaction Tax

    • Transaction Shipping

    • Additional Fields

    Action
    Write
    • ProfileRequired

    • Lead ID

    • Lead Type

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Caller Number

    • Email Address

    • User ID

    • Spam

    • Duplicate

    • Lead Source

    • Lead Medium

    • Lead Campaign

    • Lead Content

    • Lead Keyword

    Action
    Search
    • ProfileRequired

    • Lead TypeRequired

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Spam

    • Duplicate

    • Send Notification

    • Date & Time

    • WC Client Current

    • Referrer Source

    • Referrer Medium

    • Referrer Campaign

    • Referrer Content

    • Referrer Keyword

    • IP Address

    • Email Address

    • Phone Number

    • User ID

    • Gclid

    • Msclkid

    • Lead Page

    • Landing Page

    • Operating System

    • Browser

    • Device Type

    • Device Make

    • Sender Name

    • Email Subject

    • Email Message

    • Form Name

    • Tracking Number Name

    • Tracking Number

    • Destination Number

    • Caller Number

    • Caller Name

    • Call Duration in Seconds

    • Caller City

    • Caller Zip

    • Caller State

    • Caller Country

    • Answer Status

    • Line Type

    • Call Transcription

    • Voicemail Transcription

    • Message

    • Event Category

    • Event Action

    • Event Label

    • Transaction ID

    • Transaction Tax

    • Transaction Shipping

    • Additional Fields

    Action
    Search or write
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.
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About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.

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