Salesforce
QuickBooks Online
zapier

An automated workflow using zapier

Connects Salesforce + QuickBooks Online

Salesforce -> QBO

About this workflow template

This automation scenario allows you to connect Salesforce and QuickBooks Online

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Salesforce and QuickBooks Online can also be integrated using automation tools other than zapier:

Diagram

Salesforce -> QBO
Workflow diagram: Salesforce + QuickBooks Online integration

How it works?

When this trigger fires in Salesforce

Salesforce

New Record in Salesforce

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Then this action happens in QuickBooks Online

QuickBooks Online

Create Customer in QuickBooks Online

Adds a new customer.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Salesforce -> QBO.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Salesforce to Zapier.

    Connect Salesforce to Zapier.

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

  • Connect QuickBooks Online to Zapier.

    Connect QuickBooks Online to Zapier.

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

Part II

Build an integration workflow

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

  • Set up a Trigger action for Salesforce

    Set up a Trigger action for Salesforce

    Choose the following trigger: New Record (Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.).

  • Then set up an Action for QuickBooks Online

    Then set up an Action for QuickBooks Online

    Choose this action: Create Customer (Adds a new customer.).

Part III

Test and Publish

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

  • Customize data flow

    Customize data flow

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

  • Test the workflow and turn it on for production use

    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 Salesforce -> QBO!

Supported triggers and actions

  • Salesforce

    New record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    zapier
    triggerbyzapier
  • Salesforce

    Updated field on record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Salesforce

    Updated record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    zapier
    triggerbyzapier
  • Salesforce

    Watch records in an object

    Triggers when a record in an object is created or updated.

    integromat
    triggerbyintegromat
  • Salesforce

    New outbound message

    Triggers when a new outbound message is received in Salesforce.

    zapier
    triggerbyzapier
  • Salesforce

    Opportunity was won

    This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce

    ifttt
    triggerbyifttt
  • QuickBooks Online

    Create customer

    Adds a new customer.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • QuickBooks Online

    Create invoice

    Adds a new invoice to customer by name.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • QuickBooks Online

    Create sales receipt

    Adds a new sales receipt (with line item support).

    zapierintegrately
    actionbyzapierintegrately
  • QuickBooks Online

    Create payment

    Creates a new payment, optionally linked to an invoice.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • QuickBooks Online

    Get my company

    Returns info about a company.

    integromatpipedream
    actionbyintegromatpipedream
  • QuickBooks Online

    Create bill

    Create bill

    integratelypipedream
    actionbyintegratelypipedream

Apps you need

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.