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.
Build your customer intake form in Cognito Forms with fields for name, email, phone, and company
Open Make (a workflow connector tool that links apps together) and create a new scenario
Set Cognito Forms as the trigger — fire when a new form entry is submitted
Add a QuickBooks Online action to create a new customer record using the form fields
Add a second action to create or update a contact in your CRM (Efficy) with the same data
Turn on the scenario and test it with a sample form submission
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut down on manual data entry and eliminate duplicate customer records across your tools.
Grab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
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.
Open the Integration CheckerWe build the missing piece next to the software you already run.
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