How can I filter for specific fields to be updated?

DryMerge allows you to filter for specific fields to be updated. Specify the fields you're interested in, and DryMerge will ensure only those fields are updated accordingly.

Can I use this with SugarCRM instead of Salesforce?

Yes, you can use this with SugarCRM instead of Salesforce. Describe the necessary changes, and DryMerge will configure the automation for you.

Which roles find this automation useful and why?

This automation is useful for CRM administrators and data managers who need to maintain accurate and up-to-date information across their systems.

QuickBooks + Salesforce

Update Salesforce custom fields with Quickbooks data changes

Ensure your Salesforce custom fields reflect the latest data changes from Quickbooks by automatically updating them whenever data is changed in Quickbooks. This keeps your CRM information accurate and current.

Quickbooks Data Change

Triggers when data is changed in Quickbooks.

Update Salesforce Fields

Updates custom fields in Salesforce with the latest data changes.

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

or pick a common variation below

Update Salesforce Account Status with QuickBooks Payment Information

QuickBooks + Salesforce

Update Salesforce Contracts with QuickBooks Subscription Changes

QuickBooks + Salesforce

Update Salesforce Contacts with QuickBooks Customer Details

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 custom fields with quickbooks data changes"

Update Salesforce custom fields with quickbooks data changes

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.