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Connect QuickBooks and Salesforce integrations

Integrate QuickBooks and Salesforce to streamline your business operations. Trigger powerful automation workflows that update and synchronize CRM data, ensuring accurate sales tracking and invoice management—all while you focus on growth.

Trigger
Select a trigger...
QuickBooks

Triggers when a new event is created.

QuickBooks

Triggers when a new payment is created.

QuickBooks
Salesforce
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Action
Select an action...
Salesforce

Completes or aborts a job.

Salesforce

Creates a new bulk data job.

Salesforce

Creates a new record in an object.

Salesforce

Deletes a record.

Salesforce

Downloads an attachment or a document.

Salesforce

Gets a specified record in an object.

Salesforce

Performs an arbitrary authorized API call.

Salesforce

Performs an arbitrary authorized API call, with a personalized base URL.

Salesforce

Posts a message to a chatter feed.

Salesforce

Updates an existing record in an object.

Salesforce

Upserts a record.

Salesforce

Retrieves all bulk data jobs in the organization.

Salesforce

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Searches for records in an object using SOSL query.

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Build your QuickBooks and Salesforce integrations.

Make enables integration and automation by connecting QuickBooks and Salesforce. Use QuickBooks as a trigger to automate workflows, instantly initiating actions in Salesforce. For instance, when new billing information is processed in QuickBooks, it triggers updates in Salesforce, keeping CRM data synchronized. This ensures accurate tracking of sales and improved invoice management. With Make, customize workflows to automate these tasks efficiently, allowing you to focus on growing your business.

Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
QuickBooks
Create a Bill

Creates a bill.

Action
QuickBooks
Create a Credit Card Payment

Creates a credit card payment.

Action
QuickBooks
Create a Credit Memo

Creates a credit memo.

Action
QuickBooks
Create a Customer

Creates a customer.

Action
QuickBooks
Create a Deposit

Creates a deposit.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
QuickBooks
Create a Journal Entry

Creates a journal entry.

Action
QuickBooks
Create a Payment

Creates a payment.

Action

Popular QuickBooks and Salesforce workflows.

Discover integration with automated data synchronization between QuickBooks and Salesforce. Enhance workflow efficiency, improve data accuracy, and enjoy real-time updates with Make's user-friendly platform.

How to setup QuickBooks and Salesforce in 5 easy steps

  • 1

    Log into Make

    Begin by accessing your Make account, where you can use the platform's features.

  • 2

    Connect QuickBooks

    Add and set up a QuickBooks module to establish a connection to your account.

  • 3

    Authenticate QuickBooks

    Verify your QuickBooks account to enable a smooth connection in Make.

  • 4

    Connect Salesforce

    Add a Salesforce module in your scenario to link your Salesforce account.

  • 5

    Finalize Salesforce

    Complete your Salesforce setup to manage its features through the Make platform.

  • Get started free

    Maximize efficiency by integrating QuickBooks and Salesforce seamlessly

    Integrate QuickBooks and Salesforce to automate data synchronization, streamline workflows, enhance accuracy, and ensure real-time updates, all without the need for technical expertise using the Make platform.

    Automated customer data synchronization

    Sync customer data between Salesforce and QuickBooks automatically to ensure consistency across platforms.

    Improved workflow efficiency

    Automate the transfer of new accounts and contacts, reducing manual entry time.

    Improved data accuracy

    Reduce errors by automating data entry, ensuring that information is accurately mirrored in both systems.

    Timely cross-platform updates

    Ensure that customer information is updated in real-time across Salesforce and QuickBooks.

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    How it works

    Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

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