Sometimes the people who hire new salespeople may not have access to CustomBooks™. With a simple row in a spreadsheet, the magic begins. Google Sheets is one of the most popular and easy ways to manage a spreadsheet. With this Zap, as you add new members to your sales team, CustomBooks™will also create a new Sales Person to match.

How It Works

1. The full name of a Sales Person is entered as a new row in Google Sheets.
2. Zapier automatically creates a new Sales Person in CustomBooks™.
   

What You Need

1. A Google Sheets account.
2. An CustomBooks™ account.
3. A Zapier account.
   

Wufoo is one of the most popular and easiest ways to manage online forms. With this Zap, when a new Sales Person is added on a Wufoo form, CustomBooks™ will automatically create a new Sales Person. Perfect for those times when you don’t want to give access to everyone in your company to your accounting software.

How It Works

1. A new form entry is added in Wufoo.
2. Zapier automatically converts the entry as a Sales Person in CustomBooks™.
   

What You Need

• A Wufoo account – It also helps to have your form already created and to enter a test entry on that form.
• CustomBooks™ account.
• A Zapier account.
  

Wufoo is one of the most popular and easiest ways to manage online forms. With this Zap, when a new Sales Person is added on a Wufoo form, CustomBooks™ will automatically create a new Sales Person.

How It Works

• A new form entry is added in Wufoo.
• Zapier automatically converts the entry as a Sales Person in CustomBooks™.
  

What You Need

• Wufoo account – It also helps to have your form already created and to enter a test entry on that form.
• CustomBooks™ Account.
  

Many companies create a project in their development queue around a new service that they are offering Jira is one of the most popular tools for development teams today for bug tracking and project management, and this Zap takes new projects in JIRA and automatically creates a new service in CustomBooks™.

How It Works

• Create a new Project in JIRA.
• Zapier automatically creates a new Service Item in CustomBooks™.
  

What You Need

• JIRA account.
• CustomBooks™ account.
• Zapier account.
  

Product Hunt searches for the best new products, and with this Zap, your CustomBooks™ will include these products too! Your business will be ready to purchase or sell the latest exciting products. This Zap triggers when Product Hunt considers a product to be hot, which then creates this product in CustomBooks™.

How It Works

1. A new product gets hot on Product Hunt.
2. Zapier automatically creates the Product in CustomBooks™.
   

What You Need

• A Product Hunt account
  

• CustomBooks™ account
  

• A Zapier account
  

Sometimes the people who hire new salespeople may not have access to CustomBooks™. With a simple row in a spreadsheet, the magic begins. Google Sheets is one of the most popular and easy ways to manage a spreadsheet. With this Zap, as you add new members to your sales team, CustomBooks™ will also create a new Sales Person to match.

How It Works

1. The full name of a Sales Person is entered as a new row in Google Sheets.
2. Zapier automatically creates a new Sales Person in CustomBooks™.
   

What You Need

1. A Google Sheets account.
2. An CustomBooks™ account.
3. A Zapier account.
   

When a lead or a potential converts to an Account in your CRM , you’ve made the sale! You’ll need to create the company in your CustomBooks™ to track all of your amazing transactions. This zap will automatically create a new Customer in CustomBooks™ when an Account is created in Salesforce.

How it Works

• Someone creates a new Account in Salesforce.
• A customer is automatically created in CustomBooks™.
  

What You’ll Need

• An CustomBooks™ account.
• A Salesforce account.
• Zapier account.
  

Facebook is only profitable social media platform because its ads deliver the best ROIs compared to their peers. With this Zap, new leads collected from your Facebook Ads will automatically be created as new Customers in CustomBooks™.

How It Works

•  A new lead is collected from a Facebook lead ad.
• Zapier automatically creates a new Customer in CustomBooks™.
  

What You Need

• Facebook account.
• CustomBooks™ account.
• A Zapier account.