How can I filter for estimates over a certain amount?

DryMerge allows you to filter estimates by their amount. Specify the minimum estimate amount you're interested in, and DryMerge will filter accordingly.

Can I use this with HubSpot instead of Salesforce?

Yes, you can use this with HubSpot instead of Salesforce. Describe the necessary changes, and DryMerge will set up the automation accordingly.

Who benefits from this automation and why?

This automation is useful for sales teams who need to track and manage potential deals from estimates created in QuickBooks.

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QuickBooks + Salesforce

Create Salesforce Opportunities for New QuickBooks Estimates

Automatically create a Salesforce opportunity whenever a new estimate is created in QuickBooks. This keeps your sales pipeline up-to-date with potential deals, helping your team follow up on new business opportunities.

New QuickBooks Estimate

Triggers when a new estimate is created in QuickBooks.

Create Salesforce Opportunity

Creates a new opportunity in Salesforce for the estimate.

See more QuickBooks to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Generate Salesforce Opportunities from QuickBooks Quotations

QuickBooks + Salesforce

Create Salesforce invoices for new Quickbooks customers

QuickBooks + Salesforce

Update Salesforce opportunities when Quickbooks invoices are paid

QuickBooks + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce opportunities for new QuickBooks estimates"

Create Salesforce opportunities for new QuickBooks estimates

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with QuickBooks + Salesforce.

New Customer

Triggers when a new customer is created in QuickBooks

New Invoice

Triggers when a new invoice is created in QuickBooks

New Payment

Triggers when a new payment is recorded in QuickBooks

New Vendor

Triggers when a new vendor is created in QuickBooks

New Bill

Triggers when a new bill is created in QuickBooks

New Expense

Triggers when a new expense is recorded in QuickBooks

New Estimate

Triggers when a new estimate is created in QuickBooks

New Purchase Order

Triggers when a new purchase order is created in QuickBooks

New Sales Receipt

Triggers when a new sales receipt is created in QuickBooks

New Time Activity

Triggers when a new time activity is recorded in QuickBooks

Create Customer

Creates a new customer in QuickBooks

Create Invoice

Creates a new invoice in QuickBooks

App details

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.