Integrating an invoicing or accounting tool with LACRM via Zapier

Use Zapier to connect an invoicing or accounting tool with LACRM:

• Create Zaps to connect your invoicing or accounting tool with LACRM.
• For example, use a Zap to create a new contact in LACRM when a new customer is added to your accounting program. Or, use a Zap so that when an invoice is generated, the contact’s pipeline item is automatically updated.
• First, navigate to the Zapier page for your invoicing or accounting tool (Quickbooks, Xero, Sage Accounting, etc) and click to connect.
• Please note: some apps are only available on a paid tier of Zapier.
• Next, create your trigger event. Not sure what that means? Check out our glossary of Zapier terms here.
• Connect your invoicing or accounting account to continue.
• Then, set up the second half of the integration with LACRM by selecting LACRM from the list of apps.
• Finally, choose your event, and connect LACRM to your invoicing or accounting tool.
• Check out our template for integrating Quickbooks with LACRM to create new contacts here.
• For additional questions about using Zapier, check out their Help Center.