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New Customer QBO > Find or Create Account and Contact SF
“Anytime a new customer is created in QuickBooks Online, find or create an Account and Contact record in Salesforce”
created by
Sydney Levison
How Zapier works (57 sec)
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This Zap works in 3 steps …
Step 1 - Trigger
Anytime a new customer is created in QuickBooks Online
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Step 2 - Action
Find or create record in Salesforce
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Step 3 - Action
Find or create record in Salesforce
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1.5 minutes to set up
Get back 1.2 hrs /week
2 people use this zap
This Zap uses the following 2 apps
QuickBooks Online
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.
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
QuickBooks Online + Salesforce
Check out all the other ways you can connect QuickBooks Online and Salesforce.
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