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QuickBooks Online + Salesforce

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.

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...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

    TriggerPolling
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • 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 ObjectRequired

    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.

Related categories

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About Salesforce

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