By: Mallory Bowers | 9/01/2016
The second installment in our “7 Apps to Connect to Act! using Zapier” series, explains how easily you can connect Act!, your CRM, with QuickBooks Online, your accounting application, to give you a comprehensive view of all your customer interactions. Just like with Wufoo, Zapier allows you to connect QuickBooks Online to Act! in seconds with connections called “zaps.” Zapier will add contacts to Act! when new contacts are created within QuickBooks Online.
With this integration, it’s easy to get all your customers into one place so you have a complete view of all interactions with your contacts. Zapier can save your new QuickBooks Online customers as contacts in Act! automatically, so you can turn your focus back to generating new sales, rather than completing the tedious task of copying and pasting between applications.
Unload your busywork and increase your efficiency today by automating your workflows with Zapier!
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