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1 contribution to CRM Connector
Quickbooks Tags/Filters
A bit of a selfish personal request here 😎. Is there a list of standard tags/filters that quickbooks users have that can be sent to HL? I have a client who uses QB but wants to also add contacts into HL using AI chat and voice. Using the automations from Clay I had to turn off the Contact Created automation so that we won't send review requests to contacts added by AI. My challenge is identifying a specific tag/filter we can add to the contacts coming in from Quickbooks and build an automation to add them to the reviews workflow. Thanks!
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Stephen Kinsley
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4points to level up
@stephen-kinsley-8905
Husband. Dad. Grandfather. Real Estate Investor.

Active 17h ago
Joined Dec 4, 2025