How to connect Salesforce to QuickBooks
Stop dealing with missing sales opportunities and slow lead follow-up. This guide shows you how to automatically Create Invoice in QuickBooks whenever New Lead Created happens inside Salesforce.
Why automate this workflow?
Manual processes introduce delays and errors. With this automation you instant lead capture and nurturing. It runs 24/7 so your team never misses key context.
π‘ Pro tip: Start with a simple workflow, then add filters once validated.
Step-by-step implementation
-
1
Create a scenario in Make.com
Sign up or log in. Click "Create a new scenario" and choose Salesforce as the first module.
-
2
Configure the trigger
Select New Lead Created inside Salesforce. Authorize your account and set any filters you need.
-
3
Add the QuickBooks action
Choose "Create Invoice" and map fields from the trigger. Test once and turn it on.
-
4
Test and activate
Click "Run once" to test. If everything works, turn on your scenario.
Free vs Pro: Which Plan?
Free is great for testing. Pro is better for business.
Free Plan
$0/mo
- β 1,000 ops/month
- β 2 scenarios
- β 15-min interval
Pro Plan
$9/mo
- β 10,000+ ops/month
- β Unlimited scenarios
- β 1-min interval
FAQ
Is the Salesforce to QuickBooks integration free?
Yes. Make.com offers a free tier with 1,000 operations/month.
How long does setup take?
Most users complete the setup in under 5 minutes.
Do I need coding skills?
No. The entire workflow is built using drag-and-drop modules.