RingCentral
QuickBooks

Retrieve Customer from Call

Automate customer data retrieval. Enhance your support team's efficiency. Minimize manual data entry tasks.

When this happens...

New Call Recording
Trigger new events when a call recording is created

-

automatically do this!

Get Customer
Returns info about a customer.

Explore Triggers and Actions

New Voicemail Message (Instant)
Trigger new event when a new voicemail message is received
Get Purchase
Returns info about a purchase.
Get Sales Receipt
Returns details about a sales receipt.
Get Time Activity
Returns info about an activity.
Search Accounts
Search for accounts.
Search Customers
Searches for customers.
Search Invoices
Searches for invoices.
Search Items
Searches for items.
Search Products
Search for products.
Search Purchases
Searches for purchases.

About the apps

Learn more about

RingCentral

and

QuickBooks

, and how they work together to automate your workflows.

About

RingCentral

RingCentral offers a complete cloud communications platform crucial for efficient customer support, enhancing communication and service delivery.

Similar integrations
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About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

Similar integrations
No items found.

Why

RingCentral

+

QuickBooks

= Perfect Match

Integrating RingCentral with QuickBooks enables businesses to streamline their customer support processes. When a new call recording is generated, the system automatically retrieves relevant customer information, ensuring representatives have access to critical details without delay. This seamless workflow not only reduces the time spent on manual data gathering but also enhances overall customer experience by providing timely and informed responses, making it a significant upgrade for any customer support operation.

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