Sync New QuickBooks Online Contacts to Act! with Zapier

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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!

How It Works

  1. A new customer is added to QuickBooks Online
  2. Zapier creates a contact in Act!

What You Need

  • Zapier account (free plan allows up to five zaps!)
  • Act! Premium account
  • QuickBooks Online account

New to Act!? Click here to start your free 14 day trial.