QuickBooks Online + Salesforce

Update Salesforce records when QuickBooks Online customers are updated

Maintain seamless customer data between QuickBooks Online and Salesforce with this efficient workflow. Each time customer details are revised in QuickBooks Online, the corresponding record in Salesforce will reflect these changes. This automation ensures reliable customer data synchronization across both platforms, eliminating manual effort. Enjoy the advantage of having up-to-date and precise customer information without the extra work.

Maintain seamless customer data between QuickBooks Online and Salesforce with this efficient workflow. Each time customer details are revised in QuickBooks Online, the corresponding record in Salesforce will reflect these changes. This automation ensures reliable customer data synchronization across both platforms, eliminating manual effort. Enjoy the advantage of having up-to-date and precise customer information without the extra work.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    Updated Customer

    Triggers when an existing customer is updated.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    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.
Learn more

Related categories

  • Accounting

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier