Recommended Zaps: Create new CustomBooks™ Customer with New Salesforce Account

Recommended Zaps: Create new CustomBooks™ Customer with New Salesforce 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.

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