Salesforce <> Quickbooks Automation | Integration Development
Anthony Bibbs ⚡
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Posted May 31, 2024
This project leverages Make to integrate Salesforce, Quickbooks and Gmail. It automated periodic lookups in Quickbooks and emailed customers about usage.
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This project automated a workflow between Salesforce/Quickbooks/Gmail using Make.
With Salesforce as the system of record, Make ran daily, weekly and monthly to look up a user's Quickbooks ID and it then sent them automated emails about their balance and credit card usage.