Create QuickBooks customers from new SalesforceIQ relationships

When you're preparing to close a deal, you need to make sure your accounting system is ready to capture the data. This Zap will automatically add your SalesforceIQ relationship as a customer in QuickBooks, so that you don't have to manually enter all the information in the books later.

How It Works

  1. A new relationship is created in SalesforceIQ
  2. Zapier creates a new customer in QuickBooks

What You Need

  • SalesforceIQ account
  • QuickBooks account
Create QuickBooks customers from new SalesforceIQ relationships
SalesforceIQ integration logo

SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

QuickBooks Online integration logo

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.

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