Salesflare

QuickBooks

Automatically Create Customers

Enhance your customer journey seamlessly. Automate the creation of customers effortlessly. Focus on building relationships, not data entry.

When this happens...

New Contact Event

Trigger new events when new contacts are created.

automatically do this!

Create Customer

Creates a customer.

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Explore Triggers and Actions

New Account Event

Trigger new events when new accounts are created.

New Contact Event

Trigger new events when new contacts are created.

New Opportunity Event

Trigger new events when new opportunities are created.

New Task Event

Trigger new events when new tasks are created.

New Workflow Event

Trigger new events when new workflows are created.

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

Salesflare

and

QuickBooks

, and how they work together to automate your workflows.

About

Salesflare

Salesflare is an intelligent CRM that simplifies customer support by automating sales pipelines, crucial for efficient service delivery and communication.

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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.

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Why

Salesflare

+

QuickBooks

= Perfect Match

Integrating new contact events from Salesflare to create customers in QuickBooks eliminates manual data entry, saving time and reducing errors. This workflow ensures that every new contact is promptly turned into a customer, enhancing operational efficiency and enabling your team to focus on higher-level tasks. By automating this critical step, businesses can ensure accurate records and maintain an organized customer database effortlessly.