When you mark a deal as closed-won in your CRM, Make instantly creates a matching customer record in QuickBooks Online. You never have to retype a billing address or email again just because a deal crossed the finish line.
Make sure your CRM deal records include billing name, email, address, and phone number
Open Make and create a new scenario with your CRM as the trigger
Set the trigger condition to fire only when a deal stage changes to 'Closed Won'
Add a QuickBooks Online action to create a new customer
Map the deal fields (name, email, billing address) to the QuickBooks customer fields
Test with a sample deal and confirm the customer appears in QuickBooks
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSet up invoices faster and send your first invoice sooner after closing a deal.
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