Hello all, does any one know if QF can integrate with Salesforce? We use salesforce and it is great for what we do, but the only piece missing is if we can push data to salesforce things like, company name address, contacts, etc etc
This integration is not directly supported.
It is possible that when we develop the Zapier link it may work. Unfortunately due to other commitments we have not moved forward with this yet, it may get some attention towards the end of Q1.
Just to let you know, we have now integrated with Zapier. This should allow you to automatically feed in your contacts and/or sales records from SalesForce to QuickFile and vice versa.
If you’re interested in setting this up, please reply here or send me a private message on the forum and I will provide further instructions.
please can you provide information on how to use Zapier - integrate sales force and quickfile
Firstly, you’d need a Zapier account.
Then you would need to connect both QuickFile and Salesforce to your Zapier account.
You will then be given a choice of ‘triggers’ and ‘actions’ (when this happens, do this).
A full list of the triggers and actions you can use between QuickFile and Salesforce can be found on the Zapier website here:
You can get started by going to that link, scrolling down and selecting your trigger and action:
And follow the on-screen steps.
Hope that helps!