QuickFile + Salesforce Integration

Connect QuickFile to Salesforce in 1 click

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1.
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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Ready Workflows Ready Workflows   for QuickFile + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Salesforce + QuickFile Integration

Create QuickFile client from new Salesforce account

If you have created a account in Salesforce, it's important to create a client in QuickFile. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular QuickFile Automations from
Integrately Community

Just click on the workflow you want to automate

Shopify logo
QuickFile logo
Create QuickFile client for new Shopify customer
Activate
WHMCS logo
QuickFile logo
Create QuickFile client for new WHMCS contact
Activate
Contact Form 7 logo
QuickFile logo
Create QuickFile client for new Contact Form 7 form submission
Activate
Elementor Forms logo
QuickFile logo
Create QuickFile client for new Elementor Forms form submission
CompanyHub logo
QuickFile logo
Create QuickFile client for new CompanyHub contact
Shopify logo
QuickFile logo
Create QuickFile client for new Shopify customer
Activate
WHMCS logo
QuickFile logo
Create QuickFile client for new WHMCS contact
Activate
Contact Form 7 logo
QuickFile logo
Create QuickFile client for new Contact Form 7 form submission
Activate
Elementor Forms logo
QuickFile logo
Create QuickFile client for new Elementor Forms form submission
CompanyHub logo
QuickFile logo
Create QuickFile client for new CompanyHub contact
CompanyHub logo
QuickFile logo
Create QuickFile client from new CompanyHub company
Peak Funnels logo
QuickFile logo
Create QuickFile client for new Peak Funnels form response
DNA Super Systems logo
QuickFile logo
Create QuickFile client for new DNA Super Systems form response
FastPages logo
QuickFile logo
Create QuickFile client for new FastPages lead
The Conversion Engine logo
QuickFile logo
Create QuickFile client for new The Conversion Engine response
CompanyHub logo
QuickFile logo
Create QuickFile client from new CompanyHub company
Peak Funnels logo
QuickFile logo
Create QuickFile client for new Peak Funnels form response
DNA Super Systems logo
QuickFile logo
Create QuickFile client for new DNA Super Systems form response
FastPages logo
QuickFile logo
Create QuickFile client for new FastPages lead
The Conversion Engine logo
QuickFile logo
Create QuickFile client for new The Conversion Engine response

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect QuickFile or Salesforce With 1400+ Other Apps

QuickFile
QuickFile
QuickFile allows you to manage your accounts and bookkeeping in the cloud. It lets you quickly record transactions, create invoices and produce financial reports. All of this can be done anywhere with an internet connection - even on mobile devices!
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.