Hello,
Does anyone know how to set a zap up so when someone updated an account name in Salesforce it updates the customer name in Quickbooks online?
Best answer by andywingrave
View originalHello,
Does anyone know how to set a zap up so when someone updated an account name in Salesforce it updates the customer name in Quickbooks online?
Best answer by andywingrave
View originalHey! Great question - and I can understand why this is quite a frequent question, as it’s not immediately clear that you have to take an extra step before you update the customer.
The flow should be as follows:
(Optionally after step 1 you can add a filter based on your requirements)
Hope that helps!
Hi Andy,
So when I do that I get a roadblock on the third step. “Customize Updated Customer” has the required “Customer” and it’s saying I need to select the customer I want to update but is there a way that I can do a search for them at the time of update in salesforce?
Thanks.
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