Extract info from CRM to create New Customer in QB
Hey there!
I’m relatively new to Zapier and automations (I only have a couple of simple things running) and looking to create something a bit more complicated (for me!).
I currently use a CRM that does not connect with Quickbooks. When I create a client in my CRM, I’d like to automatically have a new Customer created in QB. I’d like to be able to include First Name, Last Name, Company (if available), Email, Phone, Billing Address, Fee, etc.
My original thought was the send an automatic email to myself with the info I want then find a way for Zapier to put that info info QB. Is that possible?
Any alternative/more efficient suggestions would be appreciated as well.
Thanks!
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Hi @Conjuror
Good question.
What CRM app are you using?
If you want to do email parsing there are some options:
I use a CRM called www.mago.co. It’s built for entertainers by an entertainer.
Quick follow up...I created an automation in the CRM that sends me an email with the info I want within the email body. Will these options you mention grab that information and move it to QB?
@Conjuror
Email parsers have to be configured to parse the desired data points based on the provided email template.
Email Parser by Zapier is free and not very reliable unless the templates is very consistent and specific.
Okay, here’s a “newbie” question…
What are the desired data points you mention?
Email template? Would that mean like if I created a email like this (see below) that comes from the CRM and contains the info?