Instantly + Quickbooks Integration

Build AI Automations Between Instantly and QuickBooks

Turn cold outreach into cash flow with Victoria AI’s Instantly and QuickBooks integration. By connecting your lead generation efforts to your accounting system, Victoria helps you automate the handoff from sales interest to invoicing and payment—all through natural language.

Victoria eliminates the gaps between sales and finance by automatically creating clients, sending invoices, and tracking payments based on replies and deal progression in Instantly. No spreadsheets, no back-and-forth—just seamless automation.

How Does It Work?

1. Connect Instantly and QuickBooks
   Authorize both platforms with a few clicks. Victoria securely handles the connection in seconds.
2. Build workflows using chat
   Say things like "Create a new QuickBooks client when someone replies to Instantly" or "Send invoice when a deal is confirmed." Victoria does the rest.
3. Manage it all with a quick message
   Need updates? Ask "Who replied this week and hasn’t been invoiced?" or "Send payment reminders to outstanding clients," and Victoria will take action.

Examples of Dynamic Workflows with Victoria AI

Auto Client Creation

When a lead responds in Instantly and expresses interest, Victoria can automatically create a new client profile in QuickBooks using details from the reply.

Deal-to-Invoice Automation

Once a deal is marked as confirmed (either manually or via a keyword in the reply), Victoria generates and sends a professional invoice through QuickBooks—ready for payment.

Payment Tracking and Follow-up

Ask Victoria to check which invoices tied to Instantly campaigns are still unpaid. She can send reminders or escalate to your team for follow-up.

Outreach-to-Income Reporting

Generate reports like "Show total invoice value generated from Instantly leads last month," with breakdowns by campaign, contact, or payment status.

Sync Contact Notes and Financial Info

Victoria can pull notes from Instantly replies and attach them to QuickBooks clients, so every invoice or payment has the context it needs.

With Victoria AI, you can connect outbound interest directly to revenue—automatically and intelligently. Bring your sales and finance operations together with one simple integration.

Start building your Instantly and QuickBooks integration with Victoria AI today—no coding, just conversation.