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[HowTo] Create a Quickbooks customer from frevvo


As many of you know, it’s trivial to integrate frevvo forms and workflows with Google Sheets. There are many things you can do with this integration but the simplest and most common is to create a new row in the Google Sheet when a form is submitted. By combining this with Zapier’s integration platform, you can accomplish a vast array of integrations.

You can integrate with 100s of systems in this manner e.g. create a new Customer in Quickbooks. Here are the steps (this post has a lot of screenshots):

1. Create your Google Sheet

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Our example has several fields as shown above and test data in the first row. Make sure yours has a header row and at least one row of sample data.

2. Create a Zap (in Zapier) and setup Google Sheets

Select Google Sheets as the trigger app, choose “New Spreadsheet Row” as the trigger, connect your Google Account, choose the Spreadsheet and Worksheet and pull in the sample row you created earlier.

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3. Connect the Action of the Zap to Quickbooks Online

Choose Quickbooks Online as the Action App, select the Create Customer action, connect your Quickbooks Online account, map fields to setup the Customer template, and run a Test. Assuming the test is successful, give your zap a name and activate it.

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4. Create your frevvo form or workflow and connect it to Google Sheets

Create the frevvo form with the appropriate fields and connect it to Google Sheets using the Save to Google Sheets wizard. When the form is submitted, a row is created in your Google Sheet. After a few minutes, the Zap will pick up the new row from the sheet and create your new Quickbooks customer.

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It’s as easy as that. With frevvo + Google Sheets + Zapier, you can easily and affordably integrate with 1000s of applications that Zapier supports without writing a single line of code.

Give it a whirl – sign up for a free trial today.

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