Quickbooks link to Leads

Our customers are added straight into Insightly as Leads - not Contacts. Therefore Quickbooks does not automatically link. Is there a way around this/can this be enabled?

 

 Thanks

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4 comments
  • Hi Jessica:

    Linking Quickbooks to Insightly Lead records is not an option. Thank you for letting us know that there may be a need for this.

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  • Yes, this is really needed! It's frustrating that after you convert a lead to a contact the lead source is lost. How am I supposed to track this? I want the function of entering a customer into leads and having that sync with quickbooks so as not to lose my lead source data. 

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  • This needs to be fixed. Pleased

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  • This would be incredibly useful, shouldn't you be able to provide an estimate to a lead and link to it and move them to a customer once they actually are one?

     

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