Reckon One + SharpSpring
Add new Reckon One contacts from new SharpSpring accounts
When that opportunity becomes a reality it's time to start invoicing or creating that quote. To do that you'll need the lead's details in your accounting software. That's no longer a tedious task with the help of Zapier. When the lead is converted to an account in SharpSpring the contacts details are sent to your Reckon One book automatically. No double-entry. No typos. No worries.
When that opportunity becomes a reality it's time to start invoicing or creating that quote. To do that you'll need the lead's details in your accounting software. That's no longer a tedious task with the help of Zapier. When the lead is converted to an account in SharpSpring the contacts details are sent to your Reckon One book automatically. No double-entry. No typos. No worries.
- When this happens...New Account
A new Account is created in SharpSpring.
- automatically do this!Create Contact
Creates a new contact.
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