How can I filter for specific types of leads?

DryMerge allows you to filter leads based on properties like lead scores, stages, or any custom property. Simply specify your criteria, and DryMerge will handle the rest.

Can I use this with another CRM instead of HubSpot?

Yes, you can use this with another CRM instead of HubSpot. Describe the necessary changes, and DryMerge will adjust the automation accordingly.

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

Sales teams use this automation to streamline the process of billing new leads, making sure that invoicing starts as soon as possible.

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HubSpot + QuickBooks

Create QuickBooks Customers for New HubSpot Contacts

When you get new leads in HubSpot and want to ensure they're invoiced, this automation can help by creating QuickBooks customers for new HubSpot contacts. This automation is perfect for sales teams who need to immediately start billing new leads to expedite the sales process.

New HubSpot Lead

Detects when a new lead is added to your HubSpot contacts.

Add Customer to QuickBooks

Automatically adds the new contact as a customer in QuickBooks, ensuring they're ready for billing.

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

or pick a common variation below

Create QuickBooks Estimates for New HubSpot Contacts

HubSpot + QuickBooks

Create QuickBooks Invoices for New HubSpot Deals Marked as Won

HubSpot + QuickBooks

Create QuickBooks Estimates for New Deals in HubSpot

HubSpot + QuickBooks

How to use DryMerge

Ask for what you want.

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

Create QuickBooks customers for new HubSpot contacts

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.