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.
Connect Gro AI to Make and set the trigger to fire when a lead status changes to 'won'
Connect Make to QuickBooks Online using the built-in QuickBooks connector
Map Gro AI lead fields (name, company, email, phone) to QuickBooks customer fields
Add a duplicate-check step so you don't create the same customer twice
Test with one closed deal and confirm the customer appears correctly in QuickBooks
Turn on the automation and notify your billing team it's live
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut down on admin work and send your first invoice the same day you close a deal.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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