Salesforce Sync add-on or Zapier: which should you use?
The add-on puts QuoteCloud inside Salesforce for the rep. Zapier automates jobs around the deal on any plan with Zapier access. Here's how to choose, job by job.
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- Building QuoteCloud since 2013
Use the Salesforce Sync add-on, on QuoteCloud's Business plan, when reps should start quotes from the Opportunity and see their status on it. Use QuoteCloud's Zapier app, on Essentials and up, when you're not on Business, or for jobs the add-on doesn't do, such as Closed Won on signature. Business includes Zapier, so you can use both.
Last reviewed by the QuoteCloud team
An illustration with sample data: Tallwire's Opportunity for Saltmarsh Freight Co. Its QuoteCloud panel, from the Salesforce Sync add-on, shows the proposal TW-3152 at Viewed. Its activity shows a note and a Quote status field added by Zaps when Priya Nair first viewed it: both routes on one Opportunity.
Opportunity · ID 0065g00000NcTr8Saltmarsh Freight Co. · Port Ellery depot
- Qualification
- Proposal/
Price Quote - Negotiation/
Review - Closed Won
QCQuoteCloud New QuoteCloud document
-
TW-3152 Fibre, voice and 5G for the Port Ellery depot
- Draft
- Sent
- Viewed
- Signed
Linked documents, status from Salesforce Sync
Activity
- Quote status set to First viewedOpportunity field updatedTue 27 Oct · 11:54 am · Added by a Zap
- Quote first viewed by Priya NairNote: TW-3152 opened for the first timeTue 27 Oct · 11:53 am · Added by a Zap
- Stage changed to Proposal/Price QuoteBy Jordan HaleTue 27 Oct · 9:48 am
- Opportunity createdBy Jordan HaleMon 19 Oct · 3:30 pm
Illustration with sample data: a generic CRM record, not Salesforce’s screen.
What's the difference between the add-on and Zapier?
| Salesforce Sync add-onQuoteCloud inside Salesforce Business plan | QuoteCloud's Zapier appAutomated Zaps Essentials and up + per-document fee | |
|---|---|---|
| Who starts it | The rep, from the Opportunity in Salesforce. | An event: a stage change, a signature, an expiry. The Zap then runs by itself. |
| Set-up | Connect your org from QuoteCloud with OAuth. No code. | Connect both apps in Zapier, then build each Zap: trigger, actions, mapped fields. No code. |
| Creating documents | Started from the Opportunity, from your template, linked to it. | Create Document from your template when a trigger fires, with the fields you map as data items. |
| Status back | Delivered, first viewed and signed, on the linked Opportunity. | Any QuoteCloud trigger to the field, note or Task you choose. |
| Stage changes | Not described for the add-on. Use a Zap. | Closed Won on signature and Closed Lost with Update Record. |
| Contacts and accounts | Not described for the add-on. Use a Zap. | Found or created in both apps, matched on email. |
| Plan and cost | Business plan. | Essentials and up, plus US$2.00, $1.80 or $1.60 by volume for each document created through Zapier or the API. |
| Set up the add-on | Connect through Zapier |
Job by job
Which route each use case on this site uses.
Documents from Opportunities
Add-on. The rep starts the document from the Opportunity. Without Business, a Zap on a stage change does part of it.
Documents from OpportunitiesStatus on the Opportunity
Add-on, or two small Zaps on Recipient First Viewed Document and Recipient Signed Document.
Status on the OpportunityClosed Won on signature
Zapier: Document Signing Complete, Find Record, Update Record. Runs beside the add-on on Business.
Closed Won on signatureQuotes from stage changes
Zapier: Updated Field on Record, then Create Document. For teams without the add-on.
Quotes from stage changesContacts and accounts
Zapier: New Contact one way, New Contact Created the other, matched on email.
Contacts & accountsExpired and lost
Zapier: Document Expired adds a Task; Document Lost moves the Opportunity to Closed Lost.
Expired & lost
On Business, use both
Business includes everything on Essentials, Zapier access too. Tallwire Communications uses the add-on so its reps start proposals from the Opportunity and see when Saltmarsh opens them, and a Zap so the Opportunity moves to Closed Won the minute both signers have signed.
Each route does its own job, so they don't step on each other: the add-on keeps the document linked and its status on the Opportunity, and the Zap changes the stage.
How telcos connect QuoteCloudOpportunity · ID 0065g00000NcTr8Saltmarsh Freight Co. · Port Ellery depot
- Qualification
- Proposal/
Price Quote - Negotiation/
Review - Closed Won
QCQuoteCloud New QuoteCloud document
-
TW-3152 Fibre, voice and 5G for the Port Ellery depot
- Draft
- Sent
- Viewed
- Signed
Linked documents, status from Salesforce Sync
- Amount
- $38,554.00 Updated by a Zap
- Opportunity owner
- Jordan Hale
- Account
- Saltmarsh Freight Co.
- Contact
- Priya Nair
- Close date
- 6 Nov 2026
Illustration with sample data: a generic CRM record, not Salesforce’s screen.
Try either route with a free trial
Start a free 14-day trial to build Zaps, and book a demo to see the Salesforce Sync add-on on the Business plan.
Three questions to decide
Where do your reps work? If they live in Salesforce and should start every quote from the Opportunity, the add-on fits. If quoting starts in QuoteCloud, or should start by itself, Zapier fits.
Which plan are you on? The add-on is on Business. On Essentials, Zapier is the route, and documents created through Zapier carry the per-document fee: work it out.
What else should happen? Stage changes, contacts, Tasks and channel alerts are Zaps on either plan. See what each route can and can't do.
Questions about choosing a route
What is the difference between the Salesforce Sync add-on and Zapier?
The Salesforce Sync add-on, on Business, connects your org with OAuth: reps start documents from an Opportunity, the documents stay linked to it and their status comes back to it. Zapier, on Essentials and up, runs one-way automations you build, such as updating the Opportunity's stage when a document is signed.
Is the Salesforce Sync add-on better than Zapier?
Neither is better; they do different jobs. The add-on suits reps who quote from the Opportunity and want status there, with nothing to build. Zapier suits teams not on Business and jobs the add-on doesn't do, such as stage changes, contacts and Tasks.
Can I start with Zapier and add the Salesforce Sync add-on later?
Yes. Zaps keep working on Business, which includes Zapier access. Add the Salesforce Sync add-on when your reps should start documents from the Opportunity, and keep the Zaps for the jobs the add-on doesn't do, such as stage changes, contacts and follow-up Tasks.
Does the per-document fee apply to both routes?
The per-document fee of US$2.00, $1.80 or $1.60 by volume is documented for documents created through Zapier or the API. Ask QuoteCloud how documents started from the Salesforce Sync add-on are charged when you add it on the Business plan.
More on QuoteCloud and Salesforce
Six use cases, each marked add-on or Zapier, then how to set up both routes and what they cost.
- Create QuoteCloud documents from a Salesforce OpportunitySalesforce Sync add-on: reps start the quote from the Opportunity, and the document stays linked to it.
- See document status on the Salesforce OpportunitySalesforce Sync add-on: delivered, first viewed and signed come back to the linked Opportunity. Or build it with Zaps.
- Move the Opportunity to Closed Won on signatureZapier: when every signer has signed, a Zap updates the Opportunity's stage, amount and close date.
- Create quotes when an Opportunity changes stageZapier: an Opportunity reaches your quoting stage and a draft quote is created from your template, for teams without the add-on.
- Keep Salesforce and QuoteCloud contacts matchedZapier: new Salesforce contacts found or created in QuoteCloud, and new QuoteCloud contacts found or created in Salesforce with their account.
- Follow up expired and lost quotes in SalesforceZapier: an expired quote becomes a Task for the Opportunity owner; a lost one moves the Opportunity to Closed Lost.
- Set up the Salesforce Sync add-onBusiness plan: connect your Salesforce org with OAuth, start documents from Opportunities and see their status come back.
- Connect Salesforce to QuoteCloud through Zapier, step by stepSign in to both apps in Zapier, pick a trigger, map the fields, test with sample records and turn the Zap on.
- Salesforce to QuoteCloud field mapEvery field the Zaps on this site pass, which way it goes and where it lands.
- Test and troubleshoot the Salesforce connectionTest with sample records, then fix the usual problems: no Opportunity found, missing fields, echoes, expired PDF links.
- What the Salesforce connection can and can't doThe honest limits of both routes: no ticked options, short-lived PDF links, one way per Zap, plans and fees.
- What the Salesforce connection costsThe plan each route needs, and the per-document fee for documents created through Zapier, worked out for your volume.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and Salesforce.
Pick the route that fits. Add the other later.
Start a free 14-day trial of QuoteCloud and try the Zapier route today, or book a demo for the Salesforce Sync add-on.
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