Synkroniser oplysninger uden at skifte program.

Hvad gør denne integration?

  • Create a new QuickBooks customer when a Nutshell lead is won
  • Create a QuickBooks invoice when a Nutshell lead is won
  • Mark a Nutshell lead as won when a QuickBooks invoice is paid

Felter, der forbinder

  • Firma & personnavn
  • Telefon / e-mail / adresse
  • Lead værdi
  • Brugerdefinerede kundeemnefelter

Krav

  • A QuickBooks Online account