QuickBooks Online
When this happens...
SalesforceIQNew Relationship (V2)
Then do this...
QuickBooks OnlineCreate Customer

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
Premium
QuickBooks Online is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect QuickBooks Online + SalesforceIQ and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Payment

Triggered when a payment is received (with line item support).

Create Customer

Adds a new customer.

New Vendor

Triggered when a new vendor is added.

Create Sales Receipt

Adds a new sales receipt (with line item support).

New Estimate

Triggered when you add a new estimate.

Create Invoice

Adds a new invoice (with line item support).

New Customer

Triggered when you add a new customer.

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

New Account

Triggered when you add a new account.

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

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Become a Zapier Integration Partner

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.

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.

See SalesforceIQ Integrations