How can I filter for customers from specific regions?

DryMerge allows you to filter customers by their region. Specify the regions you're interested in, and DryMerge will filter accordingly.

Can I also generate leads in Pipedrive instead of Salesforce?

Yes, you can generate leads in Pipedrive instead of Salesforce. Describe the necessary changes, and DryMerge will set up the automation accordingly.

Who finds this automation useful and why?

This automation is great for sales teams who need to quickly follow up on new customer acquisitions and convert them into business opportunities.

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QuickBooks + Salesforce

Generate Salesforce Leads from QuickBooks New Customers

Expand your sales pipeline effortlessly by generating new leads in Salesforce for each new customer added in QuickBooks. This integration helps your sales team capitalize on new business opportunities.

New Customer Added

Triggers when a new customer is added to QuickBooks.

Create Salesforce Lead

Generates a new Salesforce lead for the new QuickBooks customer.

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

or pick a common variation below

Create Salesforce records from Quickbooks receipts

QuickBooks + Salesforce

Create Salesforce Cases from QuickBooks Overdue Payments

QuickBooks + Salesforce

Create Salesforce tasks from Quickbooks overdue invoices

QuickBooks + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Salesforce leads from QuickBooks new customers"

Generate Salesforce leads from QuickBooks new customers

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.