Don’t miss connecting QuickBooks online to Revamp CRM: 

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.

Add new QuickBooks Online customers to Revamp CRM as contacts

This QuickBooks Online and Revamp CRM integration makes it easier for you by automatically saving your new QuickBooks Online customers as contacts to Revamp CRM.

 

 How it works

  • Add a new customer to QuickBooks Online
  • Zapier will add that customer to Revamp CRM as a person.

 

Add new Revamp CRM contacts to QuickBooks Online

Now you can keep your contacts updated without spending hours updating them yourself. This Revamp CRM and QuickBooks Online integration will make every new contact added in Revamp CRM, there will create a new contact in QuickBooks Online.

How it works

  • First, a new contact is added in Revamp CRM
  • Then, Zapier adds this contact to QuickBooks Online

 

Create QuickBooks invoices when Revamp CRM deals reach certain stages

Need to invoice your customers, From now on every time you move a new deal to your chosen stage on Revamp CRM, The information will be copied into QuickBooks Online also,  you can create a new invoice for the matching customer with all the details you need from your deal.

 

 How it works 

  • First, a new deal is moved to a stage on a Revamp CRM pipeline
  • Then, Zapier will create a new invoice for it on QuickBooks Online

Create QuickBooks Online estimates when Revamp CRM deals reach certain stages

Once it will be active, it will trigger whenever a new deal is added to the matched stage on Revamp CRM, it will send the details to QuickBooks Online and prepare an estimate for the matching customer.

How it works

  • First, a  new deal is added to a stage on Revamp CRM
  • Then, Zapier will create a new estimate on QuickBooks Online

 

 

What you need for all

  • Revamp CRM account
  • QuickBooks online account