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Set up your first integration
Quickly connect LeadConnector to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate LeadConnector with QuickBooks Online - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Pipeline Stage Changed" from LeadConnector.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects LeadConnector and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- In PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Account
Triggers when you add a new account.
Try ItTriggerInstant
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Campaign IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Phone Number
- Email
ActionWrite- New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerInstant
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Practical ways you can use LeadConnector and QuickBooks Online
Sync new customers to contact list.
When a new customer is added in QuickBooks Online, Zapier will automatically update or add them to your LeadConnector contact list. This ensures your customer database is always up to date, helping you stay organized for marketing and communication efforts.
Business Owner
Track new projects.
Each time a new pipeline stage is added in LeadConnector, Zapier can create a new project in QuickBooks Online. This automation bridges the gap between lead management and project tracking, ensuring projects are logged without manual entry.
ITFollow up with leads from new invoices.
When a new invoice is created in QuickBooks Online, Zapier can automatically add the associated contact to a LeadConnector campaign, ensuring that every customer who makes a payment gets added into a follow-up email sequence. This workflow helps nurture relationships and improves retention rates.
Marketing & Marketing OpsLearn how to automate LeadConnector on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about LeadConnector + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with LeadConnector and QuickBooks Online
What is LeadConnector and how can it be integrated with QuickBooks Online?
LeadConnector is a platform designed to help businesses connect with their leads across different channels. To integrate it with QuickBooks Online, you can use Zapier to connect the two platforms by setting up Zaps, which are automated workflows that consist of triggers and actions between these applications.
How do I automate invoice creation in QuickBooks Online using LeadConnector?
By setting up a Zap on our platform, you can use LeadConnector as a trigger—for instance, when a new lead is added—and then set an action in QuickBooks Online to automatically create an invoice for that lead.
Can I sync contacts between LeadConnector and QuickBooks Online?
Yes, you can set up a two-way sync. For one direction, create a Zap that adds or updates contacts in QuickBooks Online whenever there's a new or updated contact in LeadConnector. Another Zap would handle the reverse process from QuickBooks to LeadConnector.
What triggers are available for QuickBooks Online when integrating with LeadConnector?
We support various triggers such as 'New Customer,' 'Invoice Paid,' and 'New Estimate' which can activate workflows from QuickBooks Online into your integration processes with LeadConnector.
Is it possible to update customer details automatically from LeadConnector to QuickBooks Online?
Certainly! You can set up a workflow where updating customer information in LeadConnector automatically updates the corresponding customer entry in QuickBooks Online using our automation services.
How secure is the data transfer between LeadConnector and QuickBooks Online via your platform?
Security is our top priority. All data transferred via our platform adheres to industry standards for encryption and security protocols ensuring that your information remains protected during all integrations.
What happens if there is an error during the integration process between LeadConnector and QuickBooks Online?
If an error occurs during the integration, you'll receive detailed logs and notifications. This helps troubleshoot issues quickly so that workflows run smoothly without significant disruptions.
