Adeptia Connect is an enterprise level SaaS application that enables self-service integration for multiple lines of business. It provides hundreds of pre-built connection templates for users to connect cloud applications.
Today, we will focus on one such connection: the automatic creation of a new Customer in QuickBooks with the creation of a new Account in Salesforce. Adeptia’s Quickbooks Salesforce integration solution enables companies to gain full visibility into how their business is running and where it can be improved. By connecting with QuickBooks, companies can reduce the risk of duplicate data entry, elevate productivity, and drive more insights for better decision-making and value generation.
Here’s how Adeptia’s Quickbooks Salesforce integration solution works:
The steps to configure the pre-built template are very straightforward. After providing the access credentials for both applications, the user simply has to turn the connection on. From that point forward, the connection will automatically run whenever a new Account is created in Salesforce.
It’s So Easy You’ve Got To Try It! Simply click on the Connection Below To Begin Exploring!
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