Salesforce

Add new Salesforce contacts to QuickBooks as customers

Get Started

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?

  • 1

    This Bot runs whenever a new contact is added in Salesforce

  • 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?

iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.

Rated 4.8 out of 5 on

Easy

No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.

Trusted Worldwide

Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.

Secure & Reliable

Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.

Automate Work. Have Fun!

Say goodbye to those busy days.

Get Started for FREE

No credit card required.