How can I filter for quotations above a certain amount?

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

Can I also generate opportunities in Zoho CRM instead of Salesforce?

Yes, you can generate opportunities in Zoho CRM instead of Salesforce. Describe the changes needed, 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 potential deals from quotations and follow up efficiently to close sales.

QuickBooks + Salesforce

Generate Salesforce Opportunities from QuickBooks Quotations

Streamline your sales process by generating Salesforce opportunities from new quotations created in QuickBooks. This integration enables your sales team to track and follow up on potential deals more effectively.

New Quotation Created

Triggers when a new quotation is created in QuickBooks.

Generate Opportunity

Creates a new opportunity in Salesforce with the quotation details.

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

or pick a common variation below

Update Salesforce opportunities when Quickbooks invoices are paid

QuickBooks + Salesforce

Create Salesforce Opportunities for New QuickBooks Estimates

QuickBooks + Salesforce

Generate Salesforce Tasks for Unpaid QuickBooks Bills

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 opportunities from QuickBooks quotations"

Generate Salesforce opportunities from QuickBooks quotations

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.