Connect QuickBooks and Salesforce integrations

Connect QuickBooks and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like QuickBooks and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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
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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

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.

Create custom QuickBooks and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

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.

Looking to get more out of QuickBooks and Salesforce? With Make you can visually integrate QuickBooks and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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