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SharpSpring + QuickBooks Online Integrations

Appy Pie Connect allows you to automate multiple workflows between SharpSpring and QuickBooks Online

About SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
QuickBooks Online Alternatives

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Best SharpSpring and QuickBooks Online Integrations

  • SharpSpring Google Sheets

    SharpSpring + Google Sheets

    Create new rows on Google Sheets for new SharpSpring leads Read More...
    When this happens...
    SharpSpring New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Are you looking for the most efficient approach to keep track of all of your SharpSpring leads? Set up this SharpSpring Google Sheets integration to establish a consistent and automated connection with an old-fashioned spreadsheet. It will then upload the details for each new SharpSpring lead to a new row on Google Sheets, allowing it to follow each one flawlessly from there.
    How This SharpSpring -Google Sheets Integration Works
    • A new lead is created on SharpSpring
    • Appy Pie Connect creates a new row on Google Sheets.
    What You Need
    • SharpSpring account
    • Google Sheets account
  • SharpSpring Todoist

    SharpSpring + Todoist

    Create Todoist tasks for new SharpSpring leads Read More...
    When this happens...
    SharpSpring New Lead
     
    Then do this...
    Todoist Create Task
    Are you having trouble ensuring that your Todoist team can handle all of the new lead action items? To help automate the connection and ensure your efficiency, use the SharpSpring Todoist integration. Once active, it will automatically add a new task to Todoist for each new lead you add to SharpSpring, bringing in all the necessary information.
    How This SharpSpring - Todoist Integration Works
    • A new lead is created on SharpSpring
    • Appy Pie Connect creates a new task on Todoist.
    What You Need
    • SharpSpring account
    • Todoist account
  • SharpSpring Google Tasks

    SharpSpring + Google Tasks

    Create tasks in Google Tasks from new SharpSpring opportunities Read More...
    When this happens...
    SharpSpring New Opportunity
     
    Then do this...
    Google Tasks Create Task
    Do you want to ensure that your team handles all of the tasks related with fresh opportunities? Using this SharpSpring and Google Tasks integration, any new SharpSpring opportunity will immediately generate a Google Tasks task. Set up this integration and make sure you each lead is followed promptly.
    How This SharpSpring – Google Tasks Integration Works
    • A new opportunity is created on SharpSpring
    • Appy Pie Connect creates a new task on Google Tasks.
    What You Need
    • SharpSpring account
    • Google Tasks account
  • SharpSpring Google Sheets

    QuickBooks Online + Google Sheets

    Add New Rows on Google Sheets Spreadsheet for QuickBooks Online Invoices Read More...
    When this happens...
    SharpSpring New Invoice
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Use this Connect and automatically add new QuickBooks Online invoices to a Google Sheets spreadsheet. Once this automation is active, whenever an invoice is created on QuickBooks Online, Appy Pie Connect will automatically add that contact in a new row to a Google Sheets spreadsheet of your choice. This way you will be automatically archiving your data, so that you can get it whenever need be.
    How this Integration Works
    • A new QuickBooks Online invoice is created.
    • Appy Pie Connect adds that invoice to Google Sheets as a new row in a specified spreadsheet.
    What You Need
    • A QuickBooks Online account
    • A Google account
  • SharpSpring Google Drive

    QuickBooks Online + Google Drive

    Automatically Save QuickBooks invoices to Google Drive as Plain Text Files Read More...
    When this happens...
    SharpSpring New Invoice
     
    Then do this...
    Google Drive Create File from Text
    Connect your QuickBooks account with Google Drive and automate the tedious tasks in your workflow. We offer features that allow you to connect your QuickBooks with Google Drive in minutes. No coding skills required. After setting this integration up, Appy Pie Connect automatically copies information from your QuickBooks invoices to a text file on your Google Drive.
    How this Integration Works
    • A new invoice is added to QuickBooks
    • Appy Pie Connect copies the data from that invoice to Google Drive as a new text file.
    What You Need
    • A Google account
    • A QuickBooks Online account
  • SharpSpring Google Drive

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    When this happens...
    SharpSpring {{item.triggerTitle}}
     
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Connect SharpSpring + QuickBooks Online in easier way

It's easy to connect SharpSpring + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

How SharpSpring & QuickBooks Online Integrations Work

  1. Step 1: Choose SharpSpring as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate SharpSpring with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select QuickBooks Online as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate QuickBooks Online with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharpSpring and QuickBooks Online

SharpSpring?

SharpSpring is a platform that allows small businesses to create, send, and track their marketing campaigns while also providing them with an array of other features. Its software helps users to manage their email marketing, social media marketing, and search engine optimization. It has been referred to as the "Swiss Army Knife" for marketers.

QuickBooks Online?

QuickBooks Online is an online accounting program that can help its users to keep track of their financial matters. The program allows users to connect with their bank accounts, credit card statements, and inventory in order to obtain an accurate picture of their assets and liabilities. It is compatible with all computer systems and mobile devices.

Integration of SharpSpring and QuickBooks Online

SharpSpring can help to make the process of using QuickBooks Online more efficient by providing users with the ability to easily import data from QuickBooks into SharpSpring. This will allow users to have a better understanding of their sales data in addition to being able to measure the impact of their marketing campaigns. Users are also given the option of exporting data from SharpSpring into QuickBooks, which means that they can use one top for their email marketing, social media marketing, and search engine optimization needs while still being able to have access to all of the data in QuickBooks Online at any time.

Benefits of Integration of SharpSpring and QuickBooks Online

Integrating SharpSpring with QuickBooks Online will allow users to be able to create, send, and track their marketing campaigns without having to worry about manually transferring data between different applications or keeping track of multiple spreadsheets. This will save both time and money for these users since they won't have to hire additional employees or purchase multiple copies of expensive software. They can also benefit from the fact that they will be able to test various marketing strategies without having to worry about wasting their money on strategies that aren't effective.

The process to integrate SharpSpring and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.