How can I filter for specific customer detail changes?

DryMerge allows you to filter customer detail changes by their type. Specify the types of changes you're interested in, such as address updates or phone number changes, and DryMerge will filter accordingly.

Can I use this with Zoho CRM instead of Salesforce?

Yes, you can use this with Zoho CRM instead of Salesforce. Describe your requirements and DryMerge will set up the automation accordingly.

Which roles find this automation useful and why?

This automation is useful for CRM administrators and sales teams who need to ensure that their contact information is accurate and up-to-date.

QuickBooks + Salesforce

Update Salesforce Contacts with QuickBooks Customer Details

Keep your Salesforce contacts current by updating them with the latest customer details from QuickBooks. This automation ensures that all relevant contact information is accurate and up-to-date across both platforms.

Customer Details Updated

Triggers when customer details change in QuickBooks.

Update Salesforce Contact

Updates corresponding Salesforce contacts with new customer details.

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

or pick a common variation below

Update Salesforce Contracts with QuickBooks Subscription Changes

QuickBooks + Salesforce

Update Salesforce Account Status with QuickBooks Payment Information

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, "Update Salesforce contacts with QuickBooks customer details"

Update Salesforce contacts with QuickBooks customer details

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.