Automated CRM Lead-to-Invoice Sync (Make.com)

1. **Create Scenario & Webhook**: In Make.com, create a new scenario. Add the 'Webhooks' module with a 'Custom Webhook' trigger. Copy the URL and paste it into your CRM's webhook settings for the 'Deal Updated' event. 2. **Run Once & Map**: Click 'Run Once' in Make, then move a deal to 'Closed-Won' in your CRM to capture the data structure (JSON bundle). 3. **Identify Deal Status**: Add a 'Filter' after the webhook. Set the condition to only continue if the `status` or `stage` field equals 'Closed-Won'. 4. **Search QuickBooks Customer**: Add the 'QuickBooks Online > Search for Customers' module. Map the CRM 'Company Name' to the QBO `Query` field using the syntax: `Name = '{{1.company_name}}'`. 5. **Route Based on Presence**: Add a 'Router' module. - **Path A (New)**: Set filter to `Total number of bundles` equal to 0. Add 'QuickBooks Online > Create a Customer'. - **Path B (Existing)**: Set filter to `Total number of bundles` greater than 0. Add 'QuickBooks Online > Update a Customer'. Use the `ID` and `SyncToken` returned from the search step. 6. **Iterate Line Items**: If your CRM sends products as an array, add an 'Iterator' module to split the products into individual bundles. 7. **Transform Data**: Use an 'Array Aggregator' after the Iterator to group these items back into the specific format QuickBooks requires for invoices (mapping Item Ref, Amount, and Description). 8. **Create Invoice**: Add the 'QuickBooks Online > Create an Invoice' module. Map the Customer ID from the Router paths and the Line Items from the Aggregator output. 9. **Update CRM Reference**: Add an 'Update Record' module for your CRM. Map the QuickBooks Invoice ID back to a custom field in your CRM to link the two objects. 10. **Error Handling**: Right-click the QuickBooks Create Invoice module and select 'Add error handler'. Use the 'Break' directive to automatically retry on temporary API timeouts or 'Ignore' for specific validation errors.