CINC + Quickbooks Online Integration

Integrate CINC to Quickbooks Online in one click, or tell Integrately AI how you want each lead handled. Create leads from new customers, sync contact details, add personalized notes, and keep your real estate records updated automatically.

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1.
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Credit memo is created in Quickbooks Online
  • Quickbooks Online
    Account is updated in Quickbooks Online
  • Quickbooks Online
    Account is created in Quickbooks Online
  • Quickbooks Online
    Incoming account is created in Quickbooks Online
  • Quickbooks Online
    Customer is created in Quickbooks Online
  • Quickbooks Online
    Customer is updated in Quickbooks Online
  • Quickbooks Online
    Invoice is created in Quickbooks Online
  • Quickbooks Online
    Payment is created in Quickbooks Online
  • Quickbooks Online
    Sales receipt is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created or updated in Quickbooks Online
  • Quickbooks Online
    Bill is created in Quickbooks Online
  • Quickbooks Online
    Employee is created in Quickbooks Online
  • Quickbooks Online
    Item is created in Quickbooks Online
  • Quickbooks Online
    Expense is created in Quickbooks Online
  • Quickbooks Online
    Time activity is created in Quickbooks Online
  • Quickbooks Online
    Tax code is created in Quickbooks Online
  • Quickbooks Online
    Vendor is created in Quickbooks Online
  • Quickbooks Online
    Asset account is created in Quickbooks Online
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2.
  • CINC
    Trash Lead in CINC
  • CINC
    Add note to lead in CINC
  • CINC
    Create/Update Lead in CINC
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Create invoice in Quickbooks Online
  • Quickbooks Online
    Create customer in Quickbooks Online
  • Quickbooks Online
    Search customer by name in Quickbooks Online
  • Quickbooks Online
    Update customer in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id(deprecated) in Quickbooks Online
  • Quickbooks Online
    Create sales receipt in Quickbooks Online
  • Quickbooks Online
    Send sales receipt in Quickbooks Online
  • Quickbooks Online
    Create estimate in Quickbooks Online
  • Quickbooks Online
    Find estimate in Quickbooks Online
  • Quickbooks Online
    Search customer by email in Quickbooks Online
  • Quickbooks Online
    Get invoice pdf in Quickbooks Online
  • Quickbooks Online
    Get invoice by id in Quickbooks Online
  • Quickbooks Online
    Search payment method by name in Quickbooks Online
  • Quickbooks Online
    Create credit memo in Quickbooks Online
  • Quickbooks Online
    Search term by name in Quickbooks Online
  • Quickbooks Online
    Search class by name in Quickbooks Online
  • Quickbooks Online
    Search active tax code by name in Quickbooks Online
  • Quickbooks Online
    Create time activity in Quickbooks Online
  • Quickbooks Online
    Create payment in Quickbooks Online
  • Quickbooks Online
    Search product/service in Quickbooks Online
  • Quickbooks Online
    Create product/service in Quickbooks Online
  • Quickbooks Online
    Search multiple items in Quickbooks Online
  • Quickbooks Online
    Create purchase order in Quickbooks Online
  • Quickbooks Online
    Create bill in Quickbooks Online
  • Quickbooks Online
    Get customer by id in Quickbooks Online
  • Quickbooks Online
    Get tax rate by id in Quickbooks Online
  • Quickbooks Online
    Search vendor in Quickbooks Online
  • Quickbooks Online
    Create vendor in Quickbooks Online
  • Quickbooks Online
    Find account by name in Quickbooks Online
  • Quickbooks Online
    Create refund receipt in Quickbooks Online
  • Quickbooks Online
    Create expense in Quickbooks Online
  • Quickbooks Online
    Update product/service in Quickbooks Online

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Ready Workflows Ready Workflows for CINC + Quickbooks Online Integration

Create leads, sync customer details, add personalized notes, and update records, all in just one click.

Most popular automationsmost-popular-automations
Quickbooks Online + CINC Integration

Create CINC contact from new Quickbooks Online customer

If you're an ecommerce business owner who uses Quickbooks Online to power your online store, you'll be happy to know that when a new contact is created in CINC, this automation will automatically create a customer in Quickbooks Online.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Quickbooks Online + CINC Integration

Create CINC contact from new Quickbooks Online order

As an online store owner, you're likely using Quickbooks Online to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Quickbooks Online with CINC? This integration will allow you to automatically create a contact for each new order in CINC.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your CINC + Quickbooks Online flow

Send lead updates to your CRM, notify your team on messaging apps, and schedule follow-ups automatically. Pick a combination and activate it in one click.

CINC
Quickbooks Online
+
MailchimpMailchimp (4)
+
Google CalendarGoogle Calendar (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
ZapierZapier (4)
+
SlackSlack (4)
+
AsanaAsana (4)
Q
C
M
Add every new QuickBooks Online customer as a CINC lead, and subscribe them in Mailchimp
New QuickBooks Online customers appear in CINC as leads and join your Mailchimp audience instantly.
Q
C
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When a QuickBooks Online invoice is created, add a note in CINC and tag the subscriber in Mailchimp
Invoice events in QuickBooks Online update your CINC lead notes and trigger Mailchimp tagging.
Q
C
M
If a QuickBooks Online payment is received, update the CINC lead and send a campaign update in Mailchimp
Payment confirmations in QuickBooks Online update lead records and notify Mailchimp subscribers.
Q
C
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When a QuickBooks Online estimate is created, add a lead note in CINC and add a Mailchimp subscriber
New estimates in QuickBooks Online log notes in CINC and create subscribers in Mailchimp.

Supported triggers and actions for CINC and Quickbooks Online

Mix and match to build the exact automation you need

CINC
CINC Triggers & Actions
No trigger is available
Trash Lead in CINC
Trashes a lead
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Add note to lead in CINC
Adds a note to a lead
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Create/Update Lead in CINC
Creates or updates a lead
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Quickbooks Online
Quickbooks Online Triggers & Actions
Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
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Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
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Account is updated in Quickbooks Online
Triggers the automation when an account is updated
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Account is created in Quickbooks Online
Triggers the automation when a new account is created
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Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
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Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
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Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
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Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
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Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
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Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
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Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
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Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
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Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
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Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
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Item is created in Quickbooks Online
Triggers the automation when a new item is created
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Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
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Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
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Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
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Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
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Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
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Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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Delete invoice in Quickbooks Online
Removes an invoice from the system
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Create journal entry in Quickbooks Online
Generates a new journal entry
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
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Create invoice in Quickbooks Online
Generates invoices for sales transactions
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Create customer in Quickbooks Online
Adds a new customer to the database
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Search customer by name in Quickbooks Online
Searches for a customer based on their name
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Update customer in Quickbooks Online
Updates a customer's information
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Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
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Send sales receipt in Quickbooks Online
Sends a sales receipt
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Create estimate in Quickbooks Online
Adds a new contact to the contact list
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Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
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Search customer by email in Quickbooks Online
Searches for a customer by their email address
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Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
Try it →
Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
Try it →
Search payment method by name in Quickbooks Online
Searches for a payment method by name
Try it →
Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
Try it →
Search term by name in Quickbooks Online
Searches for a term by name
Try it →
Search class by name in Quickbooks Online
Searches for a class by its name
Try it →
Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
Try it →
Create time activity in Quickbooks Online
Creates a new time activity
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Create payment in Quickbooks Online
Generates and process a payment transaction
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Search product/service in Quickbooks Online
Locates and retrieves particular item information
Try it →
Create product/service in Quickbooks Online
Generates and launch new product or service offerings
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Search multiple items in Quickbooks Online
Searches for multiple items
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Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
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Create bill in Quickbooks Online
Generates a new bill for the customer
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Get customer by id in Quickbooks Online
Retrieves customer information based on their id
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Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
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Search vendor in Quickbooks Online
Searches for a vendor
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Create vendor in Quickbooks Online
Adds a new vendor
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Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
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Create refund receipt in Quickbooks Online
Creates a new refund receipt
Try it →
Create expense in Quickbooks Online
Generates a new expense record
Try it →
Update product/service in Quickbooks Online
Try it →

What can you automate with CINC + Quickbooks Online?

Streamline your real estate lead nurturing and accounting workflows with ready-made automation sequences.

What you can automate?
🔄
Sync new customers into CINC leads automatically
Whenever a new customer is created in QuickBooks Online, instantly generate a corresponding lead in CINC. Eliminate manual transcription and keep your sales pipeline updated.
📝
Capture complete financial details in lead notes
Map invoice amounts, payment confirmations, and billing descriptions directly into personalized notes on your CINC leads for complete context.
🔔
Alert your team instantly on messaging apps
Notify sales and finance channels the moment a new QuickBooks Online customer or invoice is created so your team can respond immediately.
🔀
Route records based on submitted fields
Apply conditional logic to direct specific customer tiers or invoice values to designated CINC lead categories and team members.
🔄
Keep lead information current as accounts change
Automatically update existing CINC lead details whenever customer profiles or invoice statuses are modified in QuickBooks Online.
🛡️
Prevent duplicate records across platforms
Search existing records before creating new leads to ensure your CINC database remains clean and free of duplicate entries.
💰
Handle later billing and payment status updates
Trigger automated CINC updates and team notifications whenever invoices are paid, estimates are generated, or bills are recorded.
💬
Extend your workflow to team communication tools
Connect your core automation pair with Slack to broadcast important financial updates and lead creations directly to your workspace.
And much more...

Who is CINC + Quickbooks Online integration for?

Real estate professionals, finance managers, and sales teams connecting lead management with accounting operations to eliminate manual data entry errors.

Finance managers
Finance managers
Sales reps
Sales reps
Agency owners
Agency owners
Operations teams
Operations teams
Lead coordinators
Lead coordinators
Data auditors
Data auditors
📈
Finance managers
You're reviewing lead transactions in CINC, but your accounting records in Quickbooks Online lag behind until manual entries are finished — this integration means every financial update is reflected instantly and your reports stay accurate.
Sales reps
You need to act on new customer accounts the moment they register, but notification delays leave you finding out hours too late — automating both apps means every new customer creates a lead instantly so you can follow up without delay.
🤝
Agency owners
You answer to clients who want to see active progress and accurate billing records, but keeping systems in sync takes hours of admin work — connecting these apps means client records and invoices update automatically without double-handling.
📊
Operations teams
The volume of new customer accounts is too high for anyone to keep up by hand, leading to missed entries in your CRM — with this integration, high-volume customer creations are processed seamlessly across both platforms.
🔄
Lead coordinators
You own the lead follow-up process and depend on accounting staff to hand over customer data before you can reach out — automating both apps means you receive lead details the second an account is generated.
📋
Data auditors
You need a reliable transaction and lead history, but manual record-keeping keeps leaving gaps in your database — this integration means every customer and invoice record matches perfectly across platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate CINC + Quickbooks Online

Build and manage your CINC + Quickbooks Online automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect CINC + Quickbooks Online with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CINC to Quickbooks Online?
Frequently Asked Questions
You can connect CINC to Quickbooks Online in 1 click using ready templates on Integrately or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create CINC leads when a new customer is added in QuickBooks Online?
Frequently Asked Questions
Can I connect CINC, Quickbooks Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CINC and Quickbooks Online?
Frequently Asked Questions
How are lead records updated in CINC through this integration?
Frequently Asked Questions
Can QuickBooks Online invoices trigger updates in CINC?
Frequently Asked Questions
Do I need coding skills to automate CINC and QuickBooks Online?
Frequently Asked Questions
Is the CINC and Quickbooks Online integration free?
Frequently Asked Questions
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You Can Also Connect CINC or Quickbooks Online With 1500+ Other Apps

CINC
Popular CINC Integrations
Connect CINC to CRMs, email marketing tools, and customer support platforms to manage and nurture your real estate leads.
See All
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Quickbooks Online
Popular Quickbooks Online Integrations
Sync QuickBooks Online with payment processors, inventory systems, and reporting tools to keep your financial data synchronized.