QuickBooks Online and Salesforce integration + automation

QuickBooks Online and Salesforce integrations couldn’t be easier with the Tray Platform’s robust QuickBooks Online and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Popular QuickBooks Online and Salesforce integrations

Uses

Finance and Accounting

Category

Finance and Accounting

Connector type

Tray Connector

Triggers

Webhook

Operations

Create account, Create bill, Create customer, Create employee, Create invoice, Create purchase, Create time activity, Create transfer, Create vendor, Delete purchase

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Tray.io is the leader in low-code automation

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With the Tray platform you can connect any web service

Salesforce + Quickbooks Online integrations

The low-code Tray Platform makes it easy and fast to stand up custom Salesforce + Quickbooks Online integrations. We make it simple to sync lead, opportunity, contract, and deal size details directly with your ERP and every other data source and tool you use. And our drag-and-drop visual builder is user-friendly enough for any business user, without the need for IT support.

Have tons of custom sales and finance data? Use custom formats or alternative data sources such as CSVs or custom fields? No problem. Our platform is flexible enough to seamlessly connect any and every data source your sales, finance, and revenue teams use.

Once you stand up your integrations, you can start building powerful Quickbooks Online + Salesforce automation that does more, faster. Now, you can create a fast, frictionless quote-to-cash system, drive higher data hygiene, and forecast with a higher degree of accuracy than ever before.

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Easy Quickbooks Online + Salesforce automation

With the Tray Platform, you can finally stop spending hours on manual bookkeeping, contract approvals, and back-and-forth deal desk meetings. Using our Quickbooks Online and Salesforce connectors, you can connect ERP to CRM to every other tool in your revenue stack and flow data anywhere, including bi-directionally to ensure every record is always refreshed.

Need to build custom work for data setups that are unique to your business? Our platform offers a full suite of native integrations, data helpers, and custom logic operators so you can design, build, and run automated workflows that do everything you need, faster and error-free. 

We give anyone in sales, operations, finance, and any other teams across the organization the power to get hyper-efficient. Build Salesforce + Quickbooks Online API integrations fast and scale out your data governance, contract management, and approvals processes.

Tray Embedded enables teams to scale and increase retention

Master the Salesforce and Quickbooks APIs

Power users appreciate the Tray Platform’s ability to deeply connect any service at the API level to trigger sophisticated, multi-step processes. Technical experts love how the platform has the power to push heavy-duty data jobs that vast quantities of data every day. And businesses appreciate the way our platform scales with their evolving data needs, thanks to our elastic, serverless architecture.

Unlock the full power of your sales, revenue, and finance stack with automation. With our platform, you can bulk upload and bulk update opportunities and deal details by syncing them with your ERP’s finance records, marketing campaigns, and customer success logs. Now, you can automate your entire deal desk, sync contract approvals, and invoice management directly with your ERP with a single process that skips the lengthy meetings and gets your company paid faster. The Tray Platform can automate any process and important tools such as Magento, Pardot, Asana, Zendesk, Slack, Salesforce Service Cloud, Netsuite, Marketo, Jira, HubSpot, SAP, Wordpress, Mailchimp, Intercom, Shopify, Kafka, ZoomInfo, Wrike, SendGrid, and many more.

Security experts trust our platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.

Popular Finance and Accounting and Customer Relationship Management (CRM) Connectors

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Enterprises and rapidly growing firms trust the Tray Platform

Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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