Can I filter for only high-value customers?

Yes, you can filter for high-value customers by specifying criteria such as invoice amounts or purchase history. DryMerge will then filter the customers accordingly.

Can I use this with a different accounting software instead of QuickBooks?

Yes, you can use this with a different accounting software instead of QuickBooks. Describe the changes needed, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

Accounting teams use this automation to keep sales teams updated with new customer information seamlessly.

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HubSpot + QuickBooks

Create HubSpot Contacts for New QuickBooks Customers

Ensure your records stay consistent by creating HubSpot contacts whenever there are new QuickBooks customers. This helps accounting teams keep sales teams updated without manual intervention.

New QuickBooks Customer

Spots a new customer entry in QuickBooks

Create HubSpot Contact

Creates a new contact in HubSpot with details from the QuickBooks customer

See more HubSpot to QuickBooks integrations or use AI to customize your automation.

or pick a common variation below

Create HubSpot Contacts for New QuickBooks Vendors

HubSpot + QuickBooks

Create HubSpot Deals for New QuickBooks Estimates

HubSpot + QuickBooks

Create HubSpot Deals for New QuickBooks Payments

HubSpot + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create HubSpot contacts for new QuickBooks customers"

Create HubSpot contacts for new QuickBooks customers

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + QuickBooks.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.