Create customer in QuickBooks Online, add project in CompanyCam when deal stage updates in Follow Up Boss
Create customer in QuickBooks Online, add project in CompanyCam when deal stage updates in Follow Up Boss
Create customers and projects in QuickBooks Online and CompanyCam when a deal reaches the contract signed stage in Follow Up Boss. This accelerates onboarding and ensures accurate record-keeping for your business.
Zap details:
Overview
Create customers and projects in QuickBooks Online and CompanyCam when a deal reaches the contract signed stage in Follow Up Boss. This accelerates onboarding and ensures accurate record-keeping for your business.