Knowledgebase AccountingSuite Integrations Zapier Recommended Zaps

            Recommended Zaps: Create new AccountingSuite 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 AccountingSuite to track all of your amazing transactions. This zap will automatically create a new Customer in AccountingSuite when an Account is created in Salesforce.

            How it Works

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

            What You’ll Need

            • An AccountingSuite account.
            • A Salesforce account.
            • Zapier account.

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