Save 2 hours/week on admin work and send your first invoice the same day you close a deal.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
When you mark a lead as 'won' in Gro AI, Make automatically creates a new customer record in QuickBooks Online (your accounting software). You skip the manual data entry step between closing a deal and sending the first invoice. Your billing starts the same day the deal closes.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect Gro AI to Make and set the trigger to fire when a lead status changes to 'won'
Step 2: Connect Make to QuickBooks Online using the built-in QuickBooks connector
Step 3: Map Gro AI lead fields (name, company, email, phone) to QuickBooks customer fields
Step 4: Add a duplicate-check step so you don't create the same customer twice
Step 5: Test with one closed deal and confirm the customer appears correctly in QuickBooks
Step 6: Turn on the automation and notify your billing team it's live
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