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Your No-code and AI Automation PartnerAutomate Sales Data Aggregation with Zapier
Eliminate manual data collection by automating sales data aggregation from Boomtown, Salesforce, and QuickBooks into Google Sheets, with real-time insights via Google Data Studio.
When a Data is Updated
1. Trigger on Salesforce Update
Automatically trigger on any updates in Salesforce.
Pull Transaction Data Monthly
2. Fetch QuickBooks Transactions
Retrieve transactions data monthly from QuickBooks.
Aggregate Data into Spreadsheet
3. Collate Data in Google Sheets
Compile all sales data into a Google Sheet.
Update Data Visualization
4. Create Dashboard
Visualize data with a dynamic dashboard.
Email Visualization Monthly
5. Share Dashboard Automatically
Distribute the updated dashboard to stakeholders.
- Repeat -
Automation Benefits
Advantages of Implementation
Explore the comprehensive benefits of automating your sales data aggregation and visualization process.
Efficiency Boost
Enhance operational efficiency by automating repetitive tasks.
Data Accuracy
Ensures high accuracy in data aggregation, reducing human error.
Streamlined Workflow
Improve workflows with seamless data transfer across platforms.
Improved Decision-Making
Provides stakeholders with timely insights for proactive strategies.
Time Management
Allocate saved time towards strategic business activities.
Cost Effective
Reduce manual labor costs significantly with automation.
Features
Automation Features
Key features of this automation process help businesses save time, reduce errors, and improve decision-making capabilities.
- 1Seamless Data Integration
Automatically gathers data from multiple platforms like Salesforce and QuickBooks with ease.
- 2Real-time Data Insights
Provides updated dashboards with every new data entry, enhancing decision-making.
- 3Automated Reporting
Monthly reports are shared without manual intervention, saving hours of work.
Outcomes
Benefits of Automation
Implementing this automation brings tangible results to your business operations.
20+
Time Saved
80%
Error Reduction
100%
Informed Decisions
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FAQ
Automation FAQs
Address common queries to help you understand the automation's impact on your processes.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.