Salesforce and QuoteCloud integration FAQ

Two ways. The Salesforce Sync add-on, on the Business plan, connects your org with OAuth: reps start QuoteCloud documents from an Opportunity and their status comes back to it. QuoteCloud's Zapier app, on Essentials and up, runs Zaps you build between QuoteCloud and Salesforce events.

Use the add-on when reps should start quotes from the Opportunity and see status there, on Business. Use Zapier when you're on Essentials, or for jobs the add-on doesn't do, such as Closed Won on signature, contacts and Tasks. Business includes Zapier, so you can use both.

No. The Salesforce Sync add-on is connected from QuoteCloud with OAuth, with no code to write, and Zaps are built in Zapier by choosing a trigger, actions and the fields to map. Developers can use QuoteCloud's API instead, on the Essentials plan and up, and QuoteCloud's professional services team can help.

No. The Salesforce Sync add-on keeps documents started from an Opportunity linked to it and sends their status back. Each Zap moves only the moments it was built for, one way, from its trigger to its actions. Records aren't otherwise copied between Salesforce and QuoteCloud by themselves.

Yes, as a bring-your-own setup. QuoteCloud has no ready-made app on Make: you connect Make to QuoteCloud with Make's built-in OAuth connection, then call QuoteCloud's API or Zapier endpoints from your scenario, beside Make's own Salesforce modules. The same jobs work, such as creating a quote when an Opportunity reaches a stage. API access is on Essentials and up. On Business, the Salesforce Sync add-on still works inside Salesforce alongside it.

Salesforce's Zapier triggers include New Record, Updated Record, Updated Field on Record, New Contact, New Lead and New Outbound Message. Updated Field on Record, watching an Opportunity's Stage, is the usual start for a quote. Zapier notes it suits objects with fewer than 104,000 records.

QuoteCloud's Zapier triggers include Recipient First Viewed Document, Recipient Signed Document, Document Signing Complete, Document Expired, Document Lost, Document Paid, Form Submitted on Document and New Contact Created. Each can run Salesforce actions such as Update Record, Create Record or Create Note.

With Salesforce's Find Record, searching the Opportunity object. The surest value is the Opportunity ID kept in a data item when a Zap created the document. Without it, search on the Opportunity Name used as the document title, and test with Opportunities whose names look alike.

Yes, in the same Zap. QuoteCloud's Generate or Fetch Document PDF Link gives a short-lived link, so pass it straight to Salesforce's Create File, or to Google Drive's Upload File. Don't store the link itself in a Salesforce field: it stops working after a short time.