
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.

Automatically trigger on any updates in Salesforce.

Retrieve transactions data monthly from QuickBooks.

Compile all sales data into a Google Sheet.

Visualize data with a dynamic dashboard.

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+
80%
100%
More Automation Use Cases
Potential Automations for Your Business
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Scale your impact with custom Chat Bots
Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.
Ask me anything and watch how I respond.
Smart Email AI assistants for your Inbox
From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.

Put your internal knowledge to work with RAG AI
RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.

Automation FAQs
Address common queries to help you understand the automation's impact on your processes.
We Might Have Solved Your Problems Already
Explore Similar Automations
See how you can improve your work process even more by leveraging AI and Automation.
Pricing Plans
Our pricing plans
Choose a plan that is suitable for your needs.
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
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
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















