Integrating Trigger with P Connect Now for QuickBooks Automation

Learn how to integrate Trigger with P Connect Now to automate QuickBooks customer creation from LinkedIn leads. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with LinkedIn Leads

The first step in this integration involves using P Connect Now to set up a trigger that captures leads from LinkedIn. In this case, the trigger application is LinkedIn lead generation forms. When a new lead is generated, it will automatically initiate the workflow.

To set up this trigger, navigate to the P Connect Now dashboard. Click on the ‘Create Workflow’ button. Here, you will name your workflow as ‘Create QuickBooks Online Customer from LinkedIn Leads’. After naming, select LinkedIn lead generation forms as your trigger application and choose the event ‘New Lead Generation Form Response’.

2. Connecting LinkedIn Lead Generation Forms to P Connect Now

After selecting the trigger, the next step is to connect your LinkedIn account to P Connect Now. Click on ‘Connect’, then choose ‘Add New Connection’. This will prompt you to log into your LinkedIn account. Once logged in, P Connect Now will automatically detect your LinkedIn lead generation forms.

• Click on the account you want to connect.
• Select the lead generation form you wish to use.

Once you have selected the appropriate account and lead form, you can proceed to create a test lead by filling out the sample form. This will help confirm that the integration is functioning correctly.

3. Creating a Customer in QuickBooks from LinkedIn Leads

To automate the creation of a customer in QuickBooks, you will need to set up the action step in P Connect Now. The action application will be QuickBooks Online. Select ‘Create a Customer’ as your action event.

Next, connect your QuickBooks account to P Connect Now by clicking on ‘Connect’ and then ‘Add New Connection’. Once connected, you will map the details from your LinkedIn lead to the corresponding fields in QuickBooks.

• Map the first name from LinkedIn lead response.
• Map the last name and email address accordingly.
• Map the phone number and company name as well.

After mapping all the required fields, save your settings and send a test request to check if the customer is created successfully in QuickBooks.

4. Verifying the Integration in QuickBooks

Once you have completed the mapping and saved your workflow, it’s crucial to verify that the integration works as intended. Go to your QuickBooks Online account and navigate to the customers section.

You should see the new customer created automatically with the details pulled from your LinkedIn lead. This seamless integration between P Connect Now and QuickBooks allows you to streamline your B2B operations effectively.

By automating this process, you can reduce manual data entry errors and save valuable time, allowing you to focus on growing your business.

Conclusion

In this tutorial, we explored how to integrate Trigger with P Connect Now to automate the creation of QuickBooks customers from LinkedIn leads. By following these steps, you can efficiently manage your leads and enhance your B2B operations.