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QuickBooks Online + Salesforce

QuickBooks Online + Salesforce

QuickBooks Online + Salesforce integrations

Create new QuickBooks Online customers from new Salesforce contacts

This workflow starts the moment you add a new contact in Salesforce. Instead of manually inputting the same data in QuickBooks Online, this automation takes care of it for you. It leverages information from Salesforce to generate a new customer in QuickBooks Online, saving you valuable time and keeping your records consistent. Hence, your sales and accounting systems are always aligned, ensuring smooth business operations.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new Contact is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerTriggers when you add a new customer.
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More things you can do with Salesforce and QuickBooks Online

Discover other triggers and actions you can use with Salesforce and QuickBooks Online

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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