Integrate to get billing info for CRM and Customer Service boards for clients, or to sync contacts.
Thanks @ted
We’ll include Quickbooks/Xero on the list of suggested integrations.
And welcome to the Forum!
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Time line? Would love to pull contact/customer list from QBO.
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Hey @stone, this will not be added this year, sorry We have a lot more high priority features and integrations. Did you try to make it work with Zapier?
@stefan - do ya’ll have any good videos showing how to make things work with Zapier? I’d love to start using it, but lost with how it’d all work well
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