Add new Salesforce contacts to QuickBooks as customers

First, we need to connect Salesforce and QuickBooks Online to Automateio.

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  Create Automateio account.

  Create Automateio account if you don't have one.

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  Connect Salesforce to Automateio.

  Give Automateio access to your Salesforce account, using Salesforce credentials.

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  Connect QuickBooks Online to Automateio.

  Give Automateio access to your QuickBooks Online account, using QuickBooks Online credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.

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  Set up a Trigger action for Salesforce

  Choose the following trigger: New Contact (Triggers when there is a new Contact).

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  Then set up an Action for QuickBooks Online

  Choose this action: Add or Update a Customer (Creates a customer, updates existing one based on Display name).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Salesforce and QuickBooks Online.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Salesforce contacts to QuickBooks as customers!