Zendesk Sell
QuickBooks

Automatically Search for Customers

Streamline your customer support process. Enable instant customer discovery. Enhance operational efficiency effortlessly.

When this happens...

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

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automatically do this!

Search Customers
Searches for customers.

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.
Search Invoices
Searches for invoices.
Create AP Aging Detail Report
Creates an AP aging report in Quickbooks Online.
Create Customer
Creates a customer.
Create Bill
Creates a bill.
Create Estimate
Creates an estimate.
Create Invoice
Creates an invoice.
Create Payment
Creates a payment.
Create Purchase Order
Creates a purchase order.
Create Profit and Loss Detail Report
Creates a profit and loss report in Quickbooks Online.

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.

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

Zendesk Sell

+

QuickBooks

= Perfect Match

Integrating Zendesk Sell with Quickbooks allows businesses to automate the customer search process. When a new contact is created in Zendesk Sell, the system instantly searches for relevant customer data in Quickbooks, significantly reducing manual searching time. This high-value automation not only speeds up workflows but also enhances the accuracy of customer interactions, leading to improved service and productivity across your organization.

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