Salesflare

QuickBooks

Retrieve Customer Details Automatically

Streamline your workflow with automated customer retrieval. Connect your contacts seamlessly. Boost support efficiency effortlessly.

When this happens...

New Contact Event

Trigger new events when new contacts are created.

automatically do this!

Get Customer

Returns info about 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.

Similar integrations

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Why

Salesflare

+

QuickBooks

= Perfect Match

Integrating Salesflare with Quickbooks through Ayudo allows support teams to automatically retrieve customer information as soon as new contacts are created. By eliminating manual entry and ensuring instant access to essential data, this integration enhances efficiency and accelerates resolution time. Teams can focus more on providing exceptional service rather than getting bogged down by administrative tasks, ultimately leading to improved customer satisfaction and streamlined support operations.