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Converting is one click. You use Zoho’s own Convert button on the lead. Zoho makes the customer (a contact in Zoho), and the engine makes the account, the property or properties and the QuickBooks customer, and links them all. Setting Status to Converted by hand does nothing: the engine only watches Zoho’s converted flag.

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Before you start

  • The lead has an email and a complete service address: street, city and postal code. A lead is kept with less than that, but the set-up refuses to run without all three.
  • If the customer is billed somewhere else, the billing address is filled in completely too. A different billing address makes a second property; a blank or matching one does not.

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Steps

1

Open the lead

In Leads, open the lead. Check the addresses one more time; they become the property records exactly as typed.
2

Convert it

Click Convert and confirm Zoho’s convert screen.
3

Wait a moment

Give it a minute, then open Contacts.

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How you know it worked

  • In Contacts there is one customer with the lead’s name. It shows a QuickBooks id, an Account Name, a Service Address and a Billing Address.
  • In Accounts there is one account with the same name, linked to the customer and to the same addresses.
  • In Properties there is one property per distinct address. Each shows a Latitude and Longitude, a picture of the house, and a Major Service Area.
  • In QuickBooks there is one customer with that name.

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If it did not work

  • The customer is there but nothing else appeared after a few minutes. The service address is missing its street, city or postal code. The engine refused and recorded why. See Fix a customer that did not set up properly.
  • Something appeared but not all of it. Same page.

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Good to know

  • Converting the same lead twice does nothing the second time. There is never a second account or a second QuickBooks customer for one lead.
  • Two customers can each have a property at the same street. Within one account, the same street is one property: the engine reuses it rather than making a twin.
  • The lead stays in Leads, marked converted. It is not moved or deleted.
  • From here on, edit the customer, account and property, not the lead. Changes to the lead after conversion do not reach the customer records.