How it works

Imagine this: you’ve just won a deal in HubSpot CRM, and the excitement is real. Closing a deal is always a great feeling, but now it’s time for the next step—creating the customer in your accounting system to prepare for invoicing. It’s an essential task, but with the right automation, it can be effortless.

Let’s walk through how this process works and how automation makes it seamless.

Step 1: Winning the Deal

The process starts with a celebration—you’ve just closed a deal in HubSpot CRM! This success triggers the automation process, signaling the need to create a corresponding customer record in QuickBooks. Instead of manually entering details, the system gets to work for you right away.

Step 2: Checking for an Existing Customer

The automation tool, Make.com, takes over to ensure there’s no duplication in your QuickBooks records. The first thing it does is search QuickBooks to see if the customer already exists. This step is critical to keeping your data clean and avoiding messy duplicates in your accounting system.

Step 3: Creating the Customer in QuickBooks

If Make.com determines that the customer doesn’t already exist in QuickBooks, it seamlessly creates the customer record for you. This means all the essential customer details from HubSpot are automatically transferred to QuickBooks, setting up the customer for future invoicing with zero manual effort.

Step 4: Preparing for Invoicing

Once the customer record is created, everything is ready for you to generate invoices when needed. This automated workflow ensures you’re always prepared to bill your customers without delays or errors, streamlining the entire invoicing process.

Saving Time and Reducing Errors

Throughout this process, automation eliminates the need for repetitive manual tasks, reducing errors and saving valuable time. It’s a reliable, scalable solution that grows with your business and ensures your systems are always in sync.

With this streamlined workflow, you can focus on nurturing customer relationships and driving business growth, confident that the backend processes are running smoothly.