Link QuickBooks And Active Campaign

QuickBooks Integration | Sync QuickBooks And Active Campaign | Connect QuickBooks To Active Campaign

ActiveCampaign is technically advanced email marketing service and customer experience based automation platform which has helped all types of businesses in connecting and engaging with its customers.

ActiveCampain software works like a strong marketing automation builder where it becomes easier to put together automated campaigns. By using this platform, users can build automations starting with templates and then can make it their own.

This software platform optimizes customer experiences out of sight marketing, sales and support processes. This CRM based platform has helped more than 100, 000 customers worldwide by saving their 38.4 million hours in last 12 months, through its automations. It also works effectively as email marketing software tools as it comes with professionally designed templates and a drag and drop builder.

The most striking features of ActiveCampaign are automations where users can automate list and contact management, as well as business deals. The highly used “Deals” system allows users to add notes to contacts, setting up appointments, sending direct messages and more. Similarly, “Conversations” is another notable feature of this software platform which is used to send targeted messages straight to user’s website visitors to optimize customer’s overall experience and create special sales channels to convert more visitors into customers.  These comprehensive features of having information and activity in one place can give its users an overview of sales and marketing efforts and its performance.

Integrate QuickBooks with Active Campaign

After integration of these two apps, its users will be allowed to add new contacts from QuickBooks Online into ActiveCampaign list of their preference. As QuickBooks Online is most suitable for all accounting solutions for small businesses, this integration will keep all finances in order with it. It will help in tracking and managing vendors while keeping a check on your estimates, invoices, and more. The successful integration will make sure that your customers, vendors and employees are aligned and are fully informed about all activity and information. Besides automatically integrating customer additions and updates from QuickBooks Online to Active Campaign, this software platform will also updates email marketing list. As it will easily transfer Customer type information, it will allow users to segment their ActiveCampaign subscriber list for creating targeted campaigns. 

Link Quickbooks And Active campaign

Appy Pie Connect, a useful app for connecting apps and software will help in integrating ActiveCampaign and QuickBooks Online. It will allow users to automate multiple workflows and data between these two apps.

  1. Firstly, users are supposed to authenticate their ActiveCampaign, Appy Pie Connect and QuickBooks Online accounts.
  2. Now, users should select ActiveCampaign app as a trigger and then select “Trigger” from the Triggers List.
  3. Next, users should authenticate their ActiveCampaign app account with Appy Pie Connect app.
  4. Thereafter, they should select QuickBooks Online as an action app.
  5. Now, users should pick preferred action for the selected trigger.
  6. Next, they should authenticate their QuickBooks Online account with Appy Pie Connect app.

The integration between QuickBooks Online and ActiveCampaign is ready. Now, users can enjoy the benefits of automated workflows between these two apps.


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