Integrate Salesforce with QuickBooks in a few clicks with Workload.
Automate your Salesforce tasks. Create your own custom Salesforce and QuickBooks integration in minutes.
Make your life easier with your own integration between Salesforce and QuickBooks
Using the power of no-code technology, Workload lets you automate workflows between Salesforce and QuickBooks.
Plans start at $9/mo and scale with your usage. Receive expert guidance and onboarding to build your perfect workflow. Automate your business.
How to Integrate Salesforce with QuickBooks in just a few clicks
- ✅ Authenticate Salesforce and QuickBooks
- ✅ Select a trigger that will kickoff the workflow
- ✅ Choose the action you want to complete
- ✅ Map the data fields you want to pass from one app to the other
- ✅ If you get stuck, we’re here to help! Request help in our expert automator service market.
What is Salesforce?
From initial bidding to project management, Sales Cloud empowers construction businesses to easily manage relationships with prospects, clients, suppliers, and partners. Win more bids and minimize change requests with a customizable CRM platform that allows you to reduce busy work, continually optimize project schedule and budget, and make decisions based on real-time data.
What is QuickBooks?
QuickBooks Online is a small business accounting software and app that allows you to manage your business anywhere, anytime. Used by over 3.3 million customers, QuickBooks Online provides smart tools for your business, yet is easy to use. You can organize your books, manage expenses, send invoices, track inventory, and even run payroll. With QuickBooks Online, you can get organized, save time, and even get paid fast by adding payments features.
What users say about Workload
Our company has been able to get several hours a month back by having Salesforce directly creating invoices with customer line item data at the end of each month in QuickBooks. All our finance team has to do now is just review them and send! Magic.