We highly recommend to contact integration platforms to figure out what metrics they can extract. Sometimes integration platforms don't have certain metrics out of the box, so it's better to contact them.
Useful integrations
1
Add a customer
(Quickbooks) when a new contact added in Close CRM
2
Add a customer
(Quickbooks) when a new opportunity created in Close CRM
3
Add a customer
(Quickbooks) when an opportunity stage is changed in Close CRM
4
Add a customer
(Quickbooks) when a new activity in Close CRM
5
Add a customer
(Quickbooks) when a new lead in Close CRM
6
Add a customer
(Quickbooks) when a new inbox item created in Close CRM
7
Add a customer
(Quickbooks) when a new task added in Close CRM
8
Add a customer
(Quickbooks) when a lead status has been changed in Close CRM
9
Add a customer
(Quickbooks) when a meeting is created in Close CRM
10
Add a customer
(Quickbooks) when a new membership is activated in Close CRM
11
Add a customer
(Quickbooks) when a new inbox item is created in Close CRM
12
Add a customer
(Quickbooks) when a new opportunity is created in Close CRM
13
Create or update a vendor
(Quickbooks) when a new contact added in Close CRM
14
Create or update a vendor
(Quickbooks) when a new opportunity created in Close CRM
15
Create or update a vendor
(Quickbooks) when an opportunity stage is changed in Close CRM
16
Create or update a vendor
(Quickbooks) when a new activity in Close CRM
17
Create or update a vendor
(Quickbooks) when a new lead in Close CRM
18
Create or update a vendor
(Quickbooks) when a new inbox item created in Close CRM
19
Create or update a vendor
(Quickbooks) when a new task added in Close CRM
20
Create or update a vendor
(Quickbooks) when a lead status has been changed in Close CRM
21
Create or update a vendor
(Quickbooks) when a meeting is created in Close CRM
22
Create or update a vendor
(Quickbooks) when a new membership is activated in Close CRM
23
Create or update a vendor
(Quickbooks) when a new inbox item is created in Close CRM
24
Create or update a vendor
(Quickbooks) when a new opportunity is created in Close CRM
25
Add a refund
(Quickbooks) when a new contact added in Close CRM
26
Add a refund
(Quickbooks) when a new opportunity created in Close CRM
27
Add a refund
(Quickbooks) when an opportunity stage is changed in Close CRM
28
Add a refund
(Quickbooks) when a new activity in Close CRM
29
Add a refund
(Quickbooks) when a new lead in Close CRM
30
Add a refund
(Quickbooks) when a new inbox item created in Close CRM
31
Add a refund
(Quickbooks) when a new task added in Close CRM
32
Add a refund
(Quickbooks) when a lead status has been changed in Close CRM
33
Add a refund
(Quickbooks) when a meeting is created in Close CRM
34
Add a refund
(Quickbooks) when a new membership is activated in Close CRM
35
Add a refund
(Quickbooks) when a new inbox item is created in Close CRM
36
Add a refund
(Quickbooks) when a new opportunity is created in Close CRM
37
Add an expense
(Quickbooks) when a new contact added in Close CRM
38
Add an expense
(Quickbooks) when a new opportunity created in Close CRM
39
Add an expense
(Quickbooks) when an opportunity stage is changed in Close CRM
40
Add an expense
(Quickbooks) when a new activity in Close CRM
41
Add an expense
(Quickbooks) when a new lead in Close CRM
42
Add an expense
(Quickbooks) when a new inbox item created in Close CRM
43
Add an expense
(Quickbooks) when a new task added in Close CRM
44
Add an expense
(Quickbooks) when a lead status has been changed in Close CRM
45
Add an expense
(Quickbooks) when a meeting is created in Close CRM
46
Add an expense
(Quickbooks) when a new membership is activated in Close CRM
47
Add an expense
(Quickbooks) when a new inbox item is created in Close CRM
48
Add an expense
(Quickbooks) when a new opportunity is created in Close CRM
49
Create or update an invoice
(Quickbooks) when a new contact added in Close CRM
50
Create or update an invoice
(Quickbooks) when a new opportunity created in Close CRM
51
Create or update an invoice
(Quickbooks) when an opportunity stage is changed in Close CRM
52
Create or update an invoice
(Quickbooks) when a new activity in Close CRM
53
Create or update an invoice
(Quickbooks) when a new lead in Close CRM
54
Create or update an invoice
(Quickbooks) when a new inbox item created in Close CRM
55
Create or update an invoice
(Quickbooks) when a new task added in Close CRM
56
Create or update an invoice
(Quickbooks) when a lead status has been changed in Close CRM
57
Create or update an invoice
(Quickbooks) when a meeting is created in Close CRM
58
Create or update an invoice
(Quickbooks) when a new membership is activated in Close CRM
59
Create or update an invoice
(Quickbooks) when a new inbox item is created in Close CRM
60
Create or update an invoice
(Quickbooks) when a new opportunity is created in Close CRM
61
Add an item to an invoice
(Quickbooks) when a new contact added in Close CRM
62
Add an item to an invoice
(Quickbooks) when a new opportunity created in Close CRM
63
Add an item to an invoice
(Quickbooks) when an opportunity stage is changed in Close CRM
64
Add an item to an invoice
(Quickbooks) when a new activity in Close CRM
65
Add an item to an invoice
(Quickbooks) when a new lead in Close CRM
66
Add an item to an invoice
(Quickbooks) when a new inbox item created in Close CRM
67
Add an item to an invoice
(Quickbooks) when a new task added in Close CRM
68
Add an item to an invoice
(Quickbooks) when a lead status has been changed in Close CRM
69
Add an item to an invoice
(Quickbooks) when a meeting is created in Close CRM
70
Add an item to an invoice
(Quickbooks) when a new membership is activated in Close CRM
71
Add an item to an invoice
(Quickbooks) when a new inbox item is created in Close CRM
72
Add an item to an invoice
(Quickbooks) when a new opportunity is created in Close CRM
73
Send an invoice
(Quickbooks) when a new contact added in Close CRM
74
Send an invoice
(Quickbooks) when a new opportunity created in Close CRM
75
Send an invoice
(Quickbooks) when an opportunity stage is changed in Close CRM
76
Send an invoice
(Quickbooks) when a new activity in Close CRM
77
Send an invoice
(Quickbooks) when a new lead in Close CRM
78
Send an invoice
(Quickbooks) when a new inbox item created in Close CRM
79
Send an invoice
(Quickbooks) when a new task added in Close CRM
80
Send an invoice
(Quickbooks) when a lead status has been changed in Close CRM
81
Send an invoice
(Quickbooks) when a meeting is created in Close CRM
82
Send an invoice
(Quickbooks) when a new membership is activated in Close CRM
83
Send an invoice
(Quickbooks) when a new inbox item is created in Close CRM
84
Send an invoice
(Quickbooks) when a new opportunity is created in Close CRM
85
Add a payment
(Quickbooks) when a new contact added in Close CRM
86
Add a payment
(Quickbooks) when a new opportunity created in Close CRM
87
Add a payment
(Quickbooks) when an opportunity stage is changed in Close CRM
88
Add a payment
(Quickbooks) when a new activity in Close CRM
89
Add a payment
(Quickbooks) when a new lead in Close CRM
90
Add a payment
(Quickbooks) when a new inbox item created in Close CRM
91
Add a payment
(Quickbooks) when a new task added in Close CRM
92
Add a payment
(Quickbooks) when a lead status has been changed in Close CRM
93
Add a payment
(Quickbooks) when a meeting is created in Close CRM
94
Add a payment
(Quickbooks) when a new membership is activated in Close CRM
95
Add a payment
(Quickbooks) when a new inbox item is created in Close CRM
96
Add a payment
(Quickbooks) when a new opportunity is created in Close CRM
More integrations
More integrations to Quickbooks
Create a list of all your transactions and double-check them with Quickbooks. Integrating payment providers through automation makes it easy to keep track of everything while you're busy running the business, and accounting teams are often more than happy to help automate their work in return for being able to spend less time on administrative tasks.
With these integrations, possibilities are near limitless and we're excited about sharing this opportunity with you.