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Integrate Mailshake with QuickBooks Online

Appy Pie Connect allows you to automate multiple workflows between Mailshake and QuickBooks Online

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About Mailshake

Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Connect allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

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Best ways to Integrate Mailshake + QuickBooks Online

  • Mailshake Integration QuickBooks Online Integration

    Mailshake + QuickBooks Online

    Create Customer to QuickBooks Online from New Click in Mailshake Read More...
    Close
    When this happens...
    Mailshake Integration New Click
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Mailshake Integration QuickBooks Online Integration

    Mailshake + QuickBooks Online

    Create Invoice to QuickBooks Online from New Click in Mailshake Read More...
    Close
    When this happens...
    Mailshake Integration New Click
     
    Then do this...
    QuickBooks Online Integration Create Invoice
  • Mailshake Integration QuickBooks Online Integration

    Mailshake + QuickBooks Online

    Update Invoice in QuickBooks Online when New Click is created in Mailshake Read More...
    Close
    When this happens...
    Mailshake Integration New Click
     
    Then do this...
    QuickBooks Online Integration Update Invoice
  • Mailshake Integration QuickBooks Online Integration

    Mailshake + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New Click in Mailshake Read More...
    Close
    When this happens...
    Mailshake Integration New Click
     
    Then do this...
    QuickBooks Online Integration Create Sales Receipt
  • Mailshake Integration QuickBooks Online Integration

    Mailshake + QuickBooks Online

    Create Customer to QuickBooks Online from New Open in Mailshake Read More...
    Close
    When this happens...
    Mailshake Integration New Open
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Mailshake Integration {{item.actionAppName}} Integration

    Mailshake + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Mailshake + QuickBooks Online in easier way

It's easy to connect Mailshake + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • New Click

    Triggers when a recipient clicks on a link.

  • New Lead

    Triggers when a lead is created.

  • New Lead Status

    Triggers when the status of a lead changes.

  • New Message Sent

    Triggers when an email is sent to a recipient from one of the campaign sequence messages.

  • New Open

    Triggers when a recipient opens an email.

  • New Reply

    Triggers when a recipient replies to one of your messages.

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Add Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

  • Add Recipients by Email Addresses

    Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent

  • Create Leads

    Creates leads from existing recipients that match the given email addresses.

  • Pause Unpause Campaign

    Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.

  • Pause Unpause Recipient

    Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.

  • Unsubscribe Recipients

    Unsubscribes one or more recipients from all current and future campaigns for your team.

  • Update Lead Status

    Updates lead status to Won, Lost, Ignored, or Reopened.

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Mailshake & QuickBooks Online Integrations Work

  1. Step 1: Choose Mailshake as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Mailshake to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Mailshake and QuickBooks Online

  • Mailshake? Mailshake is a software that integrates with QuickBooks Online to improve the quality of email outreach through automation, metrics, and insights. It helps increase sales and revenue using data-driven automation.
  • QuickBooks Online? QuickBooks Online is a software by Intuit. It is a cloud-based accounting service that provides a robust set of tops for small business management.
  • Integration of Mailshake and QuickBooks Online Mailshake allows you to automatically track all your email campaigns in QuickBooks Online, creating insight into how customers are interacting with your emails. You can easily connect all your email workflows into one single platform. Automatically track every email sent Email tracking is an essential top for optimizing your email campaigns. With Mailshake, you can track all your campaigns with ease. Mailshake tracks click rate, open rate, bounce rate, unsubscribe rate, number of opens per mailing, time spent on page per visitor, and much more. Every campaign tracked in Mailshake will be connected to QuickBooks Online. It provides necessary insights into your customer interactions with your emails. This will help you improve your email campaigns for better results.
  • Benefits of Integration of Mailshake and QuickBooks Online Efficient email tracking Mailshake allows you to track every single email sent from your company. It tracks open rates, click rates, bounce rates, time spent on page per visitor, etc. This will provide you with necessary information about your customers’ behavior towards your emails. This information will help you optimize your future email efforts by sending the right kind of email to the right kind of people at the right time.
  • Efficient data-driven marketing Mailshake provides you with clear insights into all of your marketing efforts. You can use the data cplected to optimize your future marketing strategies. Sooner or later, this will lead to increased effectiveness of your marketing efforts.

    Clear insights into all aspects of your business This integration will provide clear insights into the performance of every aspect of your business. This will allow you to make strategic decisions based on accumulated data over time.

    The process to integrate Mailshake and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.