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.
Triggers when a new event is created.
Triggers when a new payment is created.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
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.
Completes or aborts a job.
Creates a bill.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a new bulk data job.
Creates a journal entry.
Creates a payment.
Connect any app with QuickBooks and Salesforce
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.
Create Salesforce contacts from new QuickBooks customers
Whenever you have create new customers in QuickBooks, this automation will retrieve the customers and create contacts for you on Salesforce.
TRY IT ->Add new SalesForce accounts to QuickBooks as customers
Every time a new account is created in SalesForce, Make will automatically create a new customer in QuickBooks.
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->List and update Salesforce records automatically
Automatically list and update Salesforce records with this template. Streamline your Salesforce data management by listing records and updating them effortlessly.
TRY IT ->Add new Facebook Lead Ads leads to Salesforce as responsible records
Effortlessly manage your leads with this powerful template that connects Facebook Lead Ads and Salesforce. Every time a new lead is generated through your Facebook Lead Ads, Make will automatically create a corresponding record in Salesforce. This seamless integration ensures that you never miss a potential customer and can efficiently track and nurture your leads in your Salesforce CRM. Streamline your lead management process and enhance your sales strategy today.
TRY IT ->Create a responsible record in Salesforce from a custom webhook
Streamline your lead management process by integrating custom webhooks with Salesforce. This template allows you to automatically create a responsible record in Salesforce every time a custom webhook is triggered. Enhance your data collection and ensure that every lead is promptly recorded, improving your team's efficiency and response time. Perfect for businesses looking to automate their workflows and maintain accurate records in Salesforce.
TRY IT ->Enrich company data with ChatGPT, create Salesforce leads, and notify via Slack
Automatically enhance company information using ChatGPT, seamlessly generate leads in Salesforce, and receive instant notifications via Slack. Improve business communication and efficiency by keeping your team updated with real-time lead information.
TRY IT ->Enrich lead's company data, create leads in Salesforce and send Slack notifications
Optimize your lead generation process by enriching company data, integrating with Salesforce, and sending Slack messages for improved communication and business growth.
TRY IT ->
How to setup QuickBooks and Salesforce in 5 easy steps
Log into Make
Begin by accessing your Make account, where you can use the platform's features.
Connect QuickBooks
Add and set up a QuickBooks module to establish a connection to your account.
Authenticate QuickBooks
Verify your QuickBooks account to enable a smooth connection in Make.
Connect Salesforce
Add a Salesforce module in your scenario to link your Salesforce account.
Finalize Salesforce
Complete your Salesforce setup to manage its features through the Make platform.
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.
Sync customer data between Salesforce and QuickBooks automatically to ensure consistency across platforms.
Automate the transfer of new accounts and contacts, reducing manual entry time.
Reduce errors by automating data entry, ensuring that information is accurately mirrored in both systems.
Ensure that customer information is updated in real-time across Salesforce and QuickBooks.
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