QuickBooks Online + Salesforce

Update QuickBooks Online customers when Salesforce records have updated fields

Effortlessly maintain up-to-date customer information across Salesforce and QuickBooks Online with this streamlined workflow. Whenever a record field is updated in Salesforce, the corresponding customer details in QuickBooks Online will also be updated, ensuring accurate and consistent data across both platforms. Spend less time on manual updates and more time on growing your business.

Effortlessly maintain up-to-date customer information across Salesforce and QuickBooks Online with this streamlined workflow. Whenever a record field is updated in Salesforce, the corresponding customer details in QuickBooks Online will also be updated, ensuring accurate and consistent data across both platforms. Spend less time on manual updates and more time on growing your business.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Update Customer

    Updates an existing customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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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.
Learn more

Related categories

  • Accounting

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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