QuickBooks Online + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect QuickBooks Online and Salesforce, with as many as 513 possible integrations. Are you ready to find your productivity superpowers?
Add new Salesforce accounts to QuickBooks Online as customers
Salesforce is a highly effective customer relationship management system covering aspects of customer interface from sales and marketing to customer service. If QuickBooks Online is your accounting engine, Zapier can automatically start adding new Salesforce accounts to QuickBooks Online as new customers through this Salesforce Quickbooks Online integration.
Note: This Zapier integration doesn't import existing Salesforce accounts into QuickBooks Online, only new accounts after you've set it up.
How It Works
- A new Salesforce account is created.
- Zapier adds that account to QuickBooks Online as a customer.
What You Need
- Salesforce account
- QuickBooks Online account
It's easy to connect QuickBooks Online + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when a payment is received (with line item support).
Adds a new customer.
Triggered when a new vendor is added.
Adds a new sales receipt (with line item support).
Triggered when you add a new estimate.
Adds a new invoice (with line item support).
Triggered when you add a new customer.
Create a new lead.
Triggered when you add a new account.
Add a lead to a campaign.
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