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.

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 Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

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.

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

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.

Built by folks who built