QuickBooks Online Beta

Microsoft Dynamics CRM Beta


Integrate QuickBooks Online with Microsoft Dynamics CRM
triggered when you add a new invoice (with line item support) in quickbooks online , creates a new contact in Microsoft Dynamics CRM.




What is QuickBooks Online?

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft.



How to set the workflow up

  • Select QuickBooks Online as your trigger app and select an event
  • Select Microsoft Dynamics CRM as your action app and select an event
  • Map the fields from QuickBooks Online to Microsoft Dynamics CRM by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , creates a new contact in Microsoft Dynamics CRM.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , creates a new lead in Microsoft Dynamics CRM.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , finds an existing contact Optionally, create one if none are found. in Microsoft Dynamics CRM.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , finds an existing lead Optionally, create one if none are found. in Microsoft Dynamics CRM.

Coming soon