QuickBooks Online and Salesforce Integration

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.

Automatically create an opportunity in Salesforce whenever there is a new invoice in QuickBooks Online with this readymade QuickBooks Online to Salesforce integration template.

While setting up your integration, first, connect your QuickBooks Online and Salesforce accounts to Automate.io. Then map the required fields from QuickBooks Online's Output Fields to the Input Fields in Salesforce. These can be Customer Name, Invoice Number, Invoice Date, Line Item Amount, Billing and Shipping Address details, etc.

Instead of creating a new opportunity, if you already have one in your Salesforce account, you can update it with the help of the 'Update' section in Salesforce's Input fields. After setting up the integration, turn it ON and proceed to test it out. Automate.io will take over from there and do all the work for you.

This Salesforce to QuickBooks Online integration automatically creates or updates a customer in QuickBooks Online for every new account created in Salesforce.

It comes with pre-mapped fields such as Email, Website, Phone, Billing and Shipping addresses to get you started with this integration faster. Having said that, you get the flexibility to add or remove any fields you want. If you want to add more fields, just drag and drop the fields from Salesforce to your QuickBooks Online account.

Note: You can even update existing customers in QuickBooks Online with this integration.

For more effective relationship management, if you need to create accounts in Salesforce for new QuickBooks Online customers, this integration is just what you need. Every time there is a new customer in QuickBooks Online, Automate.io creates an account in Salesforce for that customer automatically.

This integration comes with pre-mapped account details such as Name, Phone, Fax number, Billing and Shipping address information. You can, however, modify it the way you want and map additional fields to suit your needs. Just drag and drop the relevant fields from QuickBooks Online to Salesforce, test the integration, turn it ON and you’re done.

Note: This integration even updates existing Salesforce accounts.