QuickBooks Online and Salesforce Pardot integration + automation

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

QuickBooks Online and Salesforce Pardot Connector Details

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QuickBooks Online

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UsesFinance and Accounting
CategoryFinance and Accounting
Triggers
Webhook
Connector TypeTray Connector
Operations
Create purchaseCreate time activityCreate accountCreate billCreate customerCreate employeeCreate invoiceCreate vendorDelete purchaseDelete time activityDelete transferGet accountand 34 more...
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Salesforce Pardot

Salesforce Pardot

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UsesMarketing
CategoryMarketing Automation Platform (MAP)
Connector TypeTray Connector
Operations
Batch create prospectsBatch update prospectsCreate custom fieldCreate listCreate prospectGet prospect by IDGet prospect by emailGet tagGet visitorList custom fieldsList listsList prospect accounts
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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.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

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