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QuickBooks Online + Revamp CRM

Add new QuickBooks Online customers to Revamp CRM as contacts

Running a customer-focused business means knowing who your customers are. This QuickBooks Online-Revamp CRM integration makes life a little easier for you by automatically saving your new QuickBooks Online customers as contacts to Revamp CRM. That way you can use Revamp CRM to automatically nurture your customers for future sales.

Running a customer-focused business means knowing who your customers are. This QuickBooks Online-Revamp CRM integration makes life a little easier for you by automatically saving your new QuickBooks Online customers as contacts to Revamp CRM. That way you can use Revamp CRM to automatically nurture your customers for future sales.

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

    Triggered when you add a new customer.

    TriggerScheduled
  2. automatically do this!
    Revamp CRMRevamp CRM
    Create Person

    Creates a new person.

    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
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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 Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

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