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Automate 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
Solution
1. Trigger on Salesforce Update

Automatically trigger on any updates in Salesforce.

Pull Transaction Data Monthly
Solution
2. Fetch QuickBooks Transactions

Retrieve transactions data monthly from QuickBooks.

Aggregate Data into Spreadsheet
Solution
3. Collate Data in Google Sheets

Compile all sales data into a Google Sheet.

Update Data Visualization
Solution
4. Create Dashboard

Visualize data with a dynamic dashboard.

Email Visualization Monthly
Solution
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.

  • 1
    Seamless Data Integration

    Automatically gathers data from multiple platforms like Salesforce and QuickBooks with ease.

  • 2
    Real-time Data Insights

    Provides updated dashboards with every new data entry, enhancing decision-making.

  • 3
    Automated Reporting

    Monthly reports are shared without manual intervention, saving hours of work.

Feature

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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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 is 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

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