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.

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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.

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.