AccountingSuite + Salesforce
Create companies in AccountingSuite when new accounts are added in Salesforce
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.
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.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Company
Creates a new company.
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