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How to Integrate QuickBooks and Salesforce CRM?
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135 Mga view·
09/03/21
Welcome to the video that talks about integrating QuickBooks and Salesforce. https://www.dancingnumbers.com/integrate-quickbooks-and-salesforce/?utm_source=youtube&utm_medium=video&utm_campaign=yogesh
Integrating the two have two benefits:
☑ Better opportunities for sale
☑ Better downloading of prospective opportunities
To integrate you need to download Salesforce Connector. You follow the instructions to install the SalesForce Connector.
Then, select the parameter and standards in the connector to integrate both the systems.
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