Keeping track of new customers is critical, but no one wants to enter their information over and over again across multiple apps. Save your time by having Zapier do the heavy lifting: Triggered by every new account you add on Salesforce, it will create a matching company on AccountingSuite, ensuring you can track each one effectively.
*Note: This Zapier integration doesn't import already existing accounts to AccountingSuite, only new accounts after you've set it up.
How this Salesforce-AccountingSuite integration works
- A new account is added to Salesforce
- Zapier automatically creates a new company in AccountingSuite
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Triggers when a new lead is created.
Creates a new Sales Order.
Triggers when a new custom object (of the type you choose) is created.
Creates a new company.
Triggers when a new contact is created.
Creates a purchase order.
Triggers when a new opportunity is created.
Create a new lead.
Triggers when a new case is created.
Add a lead to a campaign.