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QuickBooks Online to Salesforce

“Anytime a new invoice is created in QuickBooks Online, find or create an Account record in Salesforce and then create an Opportunity record in Salesforce”

Sydney Levisoncreated by Sydney Levison
How Zapier works (57 sec)
How Zapier works (57 sec)
Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 3 steps …

  • Step 1 - Trigger

    Anytime a new invoice is created in QuickBooks Online

  • Step 2 - Action

    Find or create record in Salesforce

  • Step 3 - Action

    Create record in Salesforce

    • 1.5 minutes to set up
    • Get back 1.2 hrs /week
    • 3 people use this zap

    This Zap uses the following 2 apps

    • QuickBooks Online logo
    • Salesforce logo

    QuickBooks Online + Salesforce

    Check out all the other ways you can connect QuickBooks Online and Salesforce.
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