Save 4 hours/week on manual data entry and eliminate duplicate customer records across your tools.
~4 hrs
Saved / wk
Medium
Setup
No AI
AI
When a customer fills out your intake form, their info automatically flows into both your CRM and QuickBooks. You stop copying names, emails, and phone numbers by hand across three different tabs.
~4 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build your customer intake form in Cognito Forms with fields for name, email, phone, and company
Step 2: Open Make (a workflow connector tool that links apps together) and create a new scenario
Step 3: Set Cognito Forms as the trigger — fire when a new form entry is submitted
Step 4: Add a QuickBooks Online action to create a new customer record using the form fields
Step 5: Add a second action to create or update a contact in your CRM (Efficy) with the same data
Step 6: Turn on the scenario and test it with a sample form submission
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
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