Skip to content
QuickBooks Online logoQuickBooks Online logo
Salesforce logoSalesforce logo
QuickBooks Online logoQuickBooks Online logo
Salesforce logoSalesforce logo

QuickBooks Online + Salesforce

QuickBooks Online + Salesforce

QuickBooks Online + Salesforce integrations

Create new QuickBooks Online customers from new Salesforce leads

Turn new leads from Salesforce into customers in QuickBooks Online swiftly and efficiently with this seamless workflow. As soon as a new lead appears in Salesforce, their data is transferred to QuickBooks Online to generate a new customer profile. Save time and reduce manual work while ensuring your customer base stays up-to-date across both platforms.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new Lead is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerTriggers when you add a new customer.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

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
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • 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
quickbooks logo
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.
Related categories
Similar apps
Xero integrationsXero integrations
Xero
Accounting
FreeAgent integrationsFreeAgent integrations
FreeAgent
Accounting
Wave integrationsWave integrations
Wave
Accounting
salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates