QuickBooks is launching beta of Post Invoice Surveys on 04/29. • What is it: a tool to proactively capture referrals, feedback, testimonials and work requests from your customers in QuickBooks
• How does it work: a survey is surfaced to your customers after they complete payment of a QuickBooks invoice or you send them a sales receipt. The survey is an integrated part of the invoice or receipt, not through a separate email to your customer.
Will this information be integrated with the quickbooks hubspot integration?
Hi @JLDvorak,
Thanks for reaching out to the Community!
Are you referring to this integration? I took a look at the integration details again, and I don’t see the new beta option mentioned anywhere in the description or information provided. So, it looks like it hasn’t been included just yet. However, this page should be the place to keep an eye on for any updates regarding the integration, including new features as they become available.
Hope this helps clarify,
Diana
The new Post Invoice Surveys feature from QuickBooks, launching in beta on 04/29, is a great way to capture customer feedback, referrals, testimonials, and even new work requests automatically after a customer completes payment or receives a sales receipt. Since these surveys are embedded directly into the invoice or receipt experience, they offer a seamless touchpoint to engage your clients.
Cloudify will help you integrate this feature into HubSpot using the QuickBooks integration so you can fully utilise automatic deal-to-invoice/estimate conversion in QuickBooks & Real-time financial data from QuickBooks in HubSpot