Zendesk Sell
QuickBooks

Instant Customer Retrieval

Effortlessly capture customer data. Streamline support response times. Enhance communication efficiency.

When this happens...

New Contact Created
Trigger new event when a new contact is created in Zendesk Sell.

-

automatically do this!

Get Customer
Returns info about a customer.

Explore Triggers and Actions

New Deal Created
Trigger new event when a new deal is created in Zendesk Sell.
New Contact Created
Trigger new event when a new contact is created in Zendesk Sell.
New Lead Created
Trigger new event when a new lead is created in Zendesk Sell.
Create Purchase
Creates a new purchase.
Create Sales Receipt
Creates a sales receipt.
Delete Purchase
Delete a specific purchase.
Get Customer
Returns info about a customer.
Get Bill
Returns info about a bill.
Get Invoice
Returns info about an invoice.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase Order
Returns details about a purchase order.

About the apps

Learn more about

Zendesk Sell

and

QuickBooks

, and how they work together to automate your workflows.

About

Zendesk Sell

Zendesk Sell is a modern CRM that enhances productivity, pipeline visibility, and revenue growth, crucial for effective customer support operations.

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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
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Why

Zendesk Sell

+

QuickBooks

= Perfect Match

Integrating Zendesk Sell with QuickBooks allows businesses to leverage automation for invaluable customer insights. By triggering a customer information retrieval upon the creation of a new contact, organizations can significantly reduce the time spent manually searching for data. This seamless connectivity not only boosts operational efficiency but also enhances customer satisfaction by ensuring support teams have immediate access to necessary information during interactions.

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