Simplify your accounting by syncing directly with QuickBooks. Try QuickBooks Sync!

Connect Salesforce, QuickBooks, and Your Online Stores

Make selling easier and improve your ecommerce customer service by connecting Salesforce and all of your essential business systems with Unify.

Run your business from one dashboard and easily stay in touch with your customers. Now, with a click of a button, you can put your customer information to work and take action on promotions, coupons, discount offers, and repeat customer incentives by integrating Unify with Salesforce.

Salesforce CMR Intergration

CRM Integration

  • Automatically sync and track order data between multiple sales channels, QuickBooks, and Salesforce CRM
  • Centralize customer information across all stores, marketplaces, and platforms, avoid duplication, and ensure an accurate purchase history is recorded in Salesforce
  • Track all your customer's information and order history in Salesforce to improve your services and marketing

START A TRIAL | REQUEST A DEMO

small business customer report

Customer Reports

  • See a report of your top performing customers and repeat buyers across all sales channels
  • See business-wide reports to learn more about how, on what channels, when, and why your customers buy
  • Keep order-level notes—across all of your sales channels—about customer interactions, discounts and promotions, and other important details
  • Reduce errors and improve customer satisfaction

START A TRIAL | READ A CASE STUDY

HitRECord-Webgility customer review
Unify helped us get our Shopify and QuickBooks Online in sync quickly during a critical period. It's a great solution!
—Wayne Robbins, HitRECord
Unify customer review
This nifty app is now saving me many hours of manual entry each month. Thanks to Unify, I get to spend more time in my studio.
—LothLorien Stewart, Mostly Sweet Jewelry
Unify customer review
Unify is a great product. I am now able to spend more time focusing on growing my business than manually entering transactions from my sales channels.
—Chris K. Haley, NestedUniverse.com
Unify customer review
Easy as pie to use and super intuitive for eBay users of all sizes. A+ all the way!
—Scott Rodas, Socky & Jamie
Unify customer review
For the past 10 months we have been using Unify with three stores—the time we save with our books is remarkable.
—Edward Pittman, The Kershaw Store
Unify customer review
I love using Unify to integrate our Shopify sales
with QuickBooks!
—Louisa Kimble, Torchlight Jewelry