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.

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.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

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.