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.

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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.

Create customer in QuickBooks Online, add project in CompanyCam when deal stage updates in Follow Up Boss