Integrate QuickBooks Online Customers to Google Contacts Using Pabbly Connect

Learn how to automate adding QuickBooks Online customers to Google Contacts using Pabbly Connect in this detailed tutorial. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for QuickBooks and Google Contacts Integration

To start the integration process, first, access Pabbly Connect by visiting the official website. This platform allows seamless automation between applications like QuickBooks Online and Google Contacts.

Once on the site, sign up for a free account or log in if you already have one. After logging in, navigate to the dashboard and click on ‘Create Workflow’ to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

In the workflow creation window, name your workflow something descriptive, such as ‘QuickBooks to Google Contacts’. This helps in identifying the workflow later. using Pabbly Connect

Next, you’ll see two main windows: the trigger and action windows. The trigger window is where you define what event will start the automation. Here are the steps to set up the trigger:

• Select ‘QuickBooks Online’ as the app in the trigger window.
• Choose ‘New Customer’ as the trigger event from the dropdown.
• Click ‘Connect’ and select ‘Add New Connection’ to link your QuickBooks account.

After connecting, you will be prompted to test the connection. This ensures that Pabbly Connect can pull customer data from your QuickBooks Online account.

3. Adding Customers in QuickBooks Online

Before testing the connection, you need to add a new customer in QuickBooks Online. Navigate to the Customers section and click on ‘New Customer’. Fill in the relevant details like name, company name, email, and phone number.

After saving the new customer, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action fetches the details of the newly created customer from QuickBooks Online.

4. Setting Up Google Contacts Action in Pabbly Connect

Now that you have the customer details fetched from QuickBooks, it’s time to set up the action in Pabbly Connect. In the action window, search for ‘Google Contacts’ and select it as the app. using Pabbly Connect

Choose ‘Create Contact’ as the action event and connect your Google account by clicking on ‘Connect with Google Contacts’. After authorization, map the customer details from QuickBooks to the corresponding fields in Google Contacts. This includes:

• First Name
• Last Name
• Email
• Phone Number

After mapping the fields, click on ‘Save and Send Test Request’ to verify the integration. This step ensures that the customer is successfully added to your Google Contacts.

5. Verifying the Integration Success

To confirm that the integration has worked, go to your Google Contacts account and refresh the page. You should see the new customer listed as a contact.

This process demonstrates how Pabbly Connect effectively automates the transfer of customer data from QuickBooks Online to Google Contacts, saving you time and effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of new QuickBooks Online customers to Google Contacts. By following these steps, you can streamline your workflow and enhance communication with your customers.