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.