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

    Triggers when you add a new customer.

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

    Creates a new person.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    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.

Related categories

  • Accounting

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revamp-crm logo

About Revamp CRM

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

Related categories

  • CRM (Customer Relationship Management)

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