Connect Salesforce and QuickBooks integrations
Automate your business by integrating Salesforce with QuickBooks through Make, ensuring instant data synchronization and reducing manual entry for increased productivity and decision-making.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Creates a bill.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a journal entry.
Creates an account.
Creates an estimate.
Creates an invoice.
Creates an item.
Creates a payment.
Creates a purchase.
Creates a purchase order.
Creates a refund receipt.
Creates a sales receipt.
Creates a note.
Creates a time activity.
Creates a vendor.
Deletes a bill.
Deletes a credit memo.
Deletes a deposit.
Deletes a journal entry.
Deletes an attachment.
Deletes an estimate.
Removes an invoice.
Deletes a payment.
Deletes a purchase.
Deletes a purchase order.
Deletes a refund receipt.
Deletes a sales receipt.
Deletes a time activity.
Downloads a file.
Downloads an estimate.
Downloads an invoice.
Downloads a payment.
Downloads a sales receipt.
Returns info about a bill.
Returns info about a credit memo.
Returns info about a customer.
Returns info about a deposit.
Returns info about a journal entry.
Returns info about an account.
Returns info about an estimate.
Returns info about an invoice.
Returns info about an item.
Returns info about a payment.
Returns info about a purchase.
Returns details about a purchase order.
Returns info about a refund receipt.
Returns details about a sales receipt.
Returns info about an activity.
Returns info about a vendor.
Returns info about a company.
Performs an arbitrary authorized API call.
Sends an estimate.
Sends an invoice.
Sends a sales receipt.
Updates a bill.
Updates a credit memo.
Updates a customer.
Updates a deposit.
Updates a journal entry.
Updates an account.
Updates an estimate.
Updates an invoice.
Updates an item.
Updates a payment.
Updates a purchase.
Updates a purchase order.
Updates a refund receipt.
Updates a sales receipt.
Updates a time activity.
Updates a vendor.
Uploads a file.
Searches for accounts.
Searches for attachments.
Searches for bills.
Searches for credit memos.
Searches for customers.
Searches for deposits.
Searches for estimates.
Searches for invoices.
Searches for items.
Searches for journal entries.
Searches for payments.
Searches for a purchase order.
Searches for purchases.
Searches for refund receipts.
Searches for sales receipts.
Searches for time activities.
Searches for vendors.
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Build your Salesforce and QuickBooks integrations.
With the Make platform, you can automate your business operations by integrating Salesforce as a trigger and QuickBooks as an action. This integration allows Salesforce's CRM capabilities to trigger updates that automatically synchronize with QuickBooks' financial management tools. For instance, when customer records are updated in Salesforce, these changes can instantly reflect in QuickBooks, ensuring timely and accurate data across both platforms. The integration eliminates manual data entry, reducing errors and enhancing productivity, while the user-friendly interface lets you design workflows tailored to your needs. Experience smooth workflows and improved decision-making with Salesforce and QuickBooks integration through Make.
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 Salesforce and QuickBooks
Popular Salesforce and QuickBooks workflows.
Discover the power of Salesforce and QuickBooks integration. Automate customer sync, improve productivity, and reduce errors for a better workflow.
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.
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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 Salesforce and QuickBooks in 5 easy steps
Access make platform
Begin by logging into your Make account where you'll set up the application connections.
Add Salesforce module
Include a Salesforce module in your automation scenario to connect with Salesforce.
Decide Salesforce settings
Determine if you're working in a Salesforce Sandbox and save these settings.
Add QuickBooks module
Incorporate a QuickBooks module into your scenario to establish a link with QuickBooks.
Authorize QuickBooks connection
Save your work, and if needed, sign into QuickBooks to allow the connection.
Maximize efficiency with Salesforce and QuickBooks integration benefits
Integrating Salesforce and QuickBooks organizes data management and enhances productivity by automating customer synchronization and contact creation across both platforms.
Automatic addition of new Salesforce accounts as QuickBooks customers ensures data consistency across platforms.
Creating Salesforce contacts from QuickBooks customers improves customer relationship management without manual input.
By automating data transfers between Salesforce and QuickBooks, teams can save time and focus on higher-value tasks.
Automation of data transactions minimizes the risk of manual entry errors, ensuring accuracy in customer information.
FAQ
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