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

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
  • Free forever for core features
  • 14 day trial for premium features & apps

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
quickbooks logo
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

salesforce logo
salesforce logo

About Salesforce

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