Customer Journey Mapping: Salesforce + QuickBooks
What do customers do before they call or book? askotter reads Salesforce and QuickBooks together and answers it for your business, by text.
How does customer journey mapping with Salesforce and QuickBooks work for a small business?
askotter reads Salesforce and QuickBooks side by side so it can map the path customers take across your accounts. The whole path in one view, with every visit and decision point on it.
Read the full answerShow less
The owner asks follow-up questions by text.
- From Salesforce
- Leads and opportunities, Account and contact data, Pipeline stages and velocity.
- From QuickBooks
- Income and expense data, Accounts receivable/payable, Cash flow statements.
- Status
- Salesforce and QuickBooks are on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing Salesforce or QuickBooks. Both keep working exactly as they do now.
What do customers do before they call or book?
On paper the path is simple: someone sees an ad, visits the site and books. In real life they search twice, read reviews and come back days later on a different phone. Each tool sees only its own piece.
How askotter handles it
askotter reads Salesforce and QuickBooks side by side, so it can map the path customers take across your accounts.
A person checks the result before it reaches you. This is part of our PPC management work.
How Salesforce and QuickBooks records line up
Salesforce and QuickBooks both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address, the phone number and the company or account.
What customer journey mapping uses from each
Customer journey mapping needs the order of events for one person.
From Salesforce that means lead conversion date and opportunity stage history. From QuickBooks it means each customer's first invoice date.
Salesforce and QuickBooks are on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
Salesforce on its own
Salesforce sees leads, accounts and opportunities. It knows which campaign produced a lead only when someone records it there.
Timing. Salesforce opportunity stages move when someone updates them, so pipeline data is as current as the team's CRM habits.
Access. A connected app with read-only access to Lead, Contact, Account and Opportunity.
QuickBooks on its own
QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.
Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.
Access. The QuickBooks Online Accounting API with read-only OAuth access.
Related guides
- LinkedIn Ads to Salesforce: Why Your Attribution Is Broken. The gap between what LinkedIn claims and what your CRM shows is a measurement problem nobody set up correctly.
- How to Get Your Business Into Google AI Overviews. The box above the results is the new first position.
Services that use these connections
Other analyses: Salesforce + QuickBooks
Questions about Salesforce + QuickBooks
Do I need a developer to connect Salesforce and QuickBooks?
How is askotter's Customer Journey Mapping different from what Salesforce shows on its own?
Salesforce + QuickBooks is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.