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Salesforce

Add new Salesforce contacts to QuickBooks as customers

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Description

Are you manually moving your contacts from your CRM and adding them to your invoicing software? This readymade Salesforce & QuickBooks integration template can be a huge time saver for you.

With this integration, a new customer will be created in QuickBooks for every new contact in Salesforce. You can map the data fields like email address, first name, last name, phone, etc.

Just connect your Salesforce & QuickBooks accounts in Automate.io, activate this Bot and you are done.

How it works?

  • Step 1: This Bot runs whenever a new contact is added in Salesforce

  • Step 2: It adds or updates a new customer in QuickBooks with the relevant data mapped

Apps you need

  • Salesforce

    Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.

  • QuickBooks Online

    QuickBooks is a leading invoicing and payments software. Create and send invoices, track payments and automate bookkeeping.

Why Automate.io?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

Automate Work. Have Fun!

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