Capsule CRM + QuickBooks Commerce Integration

Connect Capsule CRM to QuickBooks Commerce in 1 click

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Capsule CRM + QuickBooks Commerce Integration

Create QuickBooks Commerce contact for new Capsule CRM person

Creating a new QuickBooks Commerce contact for every new Capsule CRM person is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Capsule CRM - QuickBooks Commerce integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your QuickBooks Commerce and Capsule CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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QuickBooks Commerce + Capsule CRM Integration

Create Capsule CRM person from new QuickBooks Commerce contact

If you're an ecommerce business owner who uses QuickBooks Commerce to power your online store, you'll be happy to know that when a new person is created in Capsule CRM, this automation will automatically create a contact in QuickBooks Commerce.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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QuickBooks Commerce + Capsule CRM Integration

Create Capsule CRM person from new QuickBooks Commerce order

As an online store owner, you're likely using QuickBooks Commerce to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate QuickBooks Commerce with Capsule CRM? This integration will allow you to automatically create a person for each new order in Capsule CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Capsule CRM + QuickBooks Commerce Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • QuickBooks Commerce
    Invoice is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Contact is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is fulfilled in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order fulfillment is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Address is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is finalized in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Company is created in QuickBooks Commerce Instant
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • QuickBooks Commerce
    Create order in QuickBooks Commerce
  • QuickBooks Commerce
    Create contact in QuickBooks Commerce
  • QuickBooks Commerce
    Create company in QuickBooks Commerce
  • QuickBooks Commerce
    Search company in QuickBooks Commerce
  • QuickBooks Commerce
    Create address in QuickBooks Commerce
  • QuickBooks Commerce
    Search sales order in QuickBooks Commerce
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