Integrate QuickBooks Online with Salesforce to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate QuickBooks Online with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from QuickBooks Online

A trigger is an event that starts your Zap and runs the workflow. For example, with QuickBooks Online, a trigger could be "New Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected QuickBooks Online to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your QuickBooks Online to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about QuickBooks Online + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Salesforce

We offer a no-code solution to integrate QuickBooks Online with Salesforce using triggers and actions. You can set up automated workflows that act upon triggers in one app to perform a specific action in the other, all without writing a single line of code.

Common triggers for QuickBooks Online include 'New Customer', 'New Invoice', and 'New Payment'. These triggers can initiate actions within Salesforce, such as creating or updating records.

Yes, you can customize your workflows by selecting specific triggers from either QuickBooks Online or Salesforce and defining the corresponding actions to fit your business processes.

Actions available in Salesforce include creating new records, updating existing records, and posting data to specific fields whenever a trigger event occurs in QuickBooks Online.

While our integration primarily focuses on new data events via triggers, syncing historical data requires additional steps that involve exporting existing datasets and importing them into the desired platform.

The frequency of data syncing depends on the triggering events you set up. Real-time sync occurs when specific events are triggered, ensuring immediate updates between both systems.

Ensure that all configured triggers and actions are active and set correctly. Double-check that both QuickBooks Online and Salesforce accounts are properly connected. If issues persist, our support team is available to assist further.

Connect QuickBooks Online and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect QuickBooks Online and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Customer

    Triggers when you add a new customer.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Expense

    Triggers when a new expense is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Invoice

    Triggers when you add a new invoice.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Estimate

    Triggers when you add a new estimate.

    Trigger
    Instant
    Try It
    • Days
      Required
    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bill Payment

    Triggers when a new bill paid.

    Trigger
    Instant
    Try It

Learn how to automate QuickBooks Online on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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    About Salesforce
    Salesforce is a leading enterprise customer relationship manager (CRM) application.
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