DBSync Cloud Workflow
by DBSync · CRM Integration
No-code integration syncing Salesforce with QuickBooks and accounting systems
- Works with
- QuickBooks, NetSuite, Microsoft Dynamics 365
- Deployment
- Cloud
- Company size
- SMB, Mid-market
- Pricing
- Subscription
- Headquarters
- Nashville, Tennessee, USA
Overview
DBSync Cloud Workflow is a no-code integration and workflow automation platform that unifies CRM, accounting, ERP, operations, and databases into automated, multi-step workflows. The company is best known for connecting Salesforce with QuickBooks (both Online and Desktop), synchronizing accounts, contacts, orders, invoices, and payments while preserving record relationships.
The platform uses a visual workflow builder and template library to set up one-way or two-way, recurring or one-time synchronizations between CRM and accounting or ERP systems. It also offers data replication capabilities for moving CRM data into databases and data warehouses for reporting and analytics.
DBSync is headquartered in Nashville with a development center in Bangalore, and serves the CRM, accounting, and data integration markets. It is available directly and through marketplaces such as the Salesforce AppExchange and AWS Marketplace.
Features & capabilities
Cloud Workflow builder
No-code automation engine
- Visual workflow builder
- Multi-step automated workflows
- Template library
- One-time and recurring schedules
- Conditional logic and mapping
Salesforce-QuickBooks integration
Flagship CRM-accounting sync
- QuickBooks Online and Desktop support
- Account and contact sync
- Order, invoice, and payment sync
- Preserves links between records
- One-way or two-way sync
CRM-to-ERP sync
Broader back-office connectivity
- Salesforce to ERP flows
- Customer and order sync
- Invoice and payment sync
- Inventory data sync
Data replication
CRM data to databases
- Replicate CRM data to databases
- Data warehouse loading
- Reporting and analytics enablement
- Scheduled replication
Connectivity and delivery
Connectors and distribution
- Connectors for CRM, accounting, and ERP
- REST API connectivity
- Available on AppExchange and AWS Marketplace
- Cloud and on-premise QuickBooks support
Common use cases
- Syncing Salesforce with QuickBooks Online or Desktop
- Automating account, order, invoice, and payment flows
- Connecting CRM to ERP for back-office alignment
- Replicating CRM data into a database for reporting
- Building multi-step workflows across business apps
- Preserving record relationships during synchronization
- Scheduling recurring CRM-accounting data syncs
- Deploying integration via AppExchange or AWS Marketplace
Strengths & considerations
Strengths
- Long-standing specialization in Salesforce-QuickBooks integration
- Supports both QuickBooks Online and Desktop
- Combines workflow integration with data replication
- No-code visual builder with a template library
Considerations
- Strongest around Salesforce and QuickBooks rather than all ERPs
- Smaller vendor than enterprise iPaaS platforms
- Advanced workflows may require integration expertise
ERP integrations
Pricing
Subscription pricing varies by connectors and usage; available via direct sales and marketplaces Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Data residency
- US
- Compliance
- SOC 2
- Mobile app
- No
- Languages
- English
About the vendor
- Headquarters
- Nashville, Tennessee, USA
- Ownership
- Private
Alternatives to DBSync Cloud Workflow in CRM Integration
DBSync Cloud Workflow — frequently asked questions
What is DBSync best known for?
Integrating Salesforce with QuickBooks (Online and Desktop), syncing accounts, orders, invoices, and payments while preserving record relationships.
Is DBSync no-code?
Yes, Cloud Workflow provides a no-code visual workflow builder with a template library for multi-step automations.
Can it do more than CRM-accounting sync?
Yes, it supports broader CRM-to-ERP integration and data replication into databases and warehouses for reporting.
Where can I get DBSync?
It is available directly and through marketplaces including the Salesforce AppExchange and AWS Marketplace.
Evaluating CRM Integration?
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