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SF -> QBO create customer and invoice
“Anytime a new record is created in Salesforce, create customer in QuickBooks Online and create invoice in QuickBooks Online.”
created by
Shalyn Baker
How Zapier works (57 sec)
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Trusted at companies large and small
This Zap works in 3 steps …
Step 1 - Trigger
Anytime a new record is created in Salesforce
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Step 2 - Action
Create customer in QuickBooks Online
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Step 3 - Action
Create invoice in QuickBooks Online
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1.5 minutes to set up
Get back 1.2 hrs /week
141 people use this app pairing
This Zap uses the following 2 apps
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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 + QuickBooks Online
Check out all the other ways you can connect Salesforce and QuickBooks Online.
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