Salesflare
QuickBooks

Efficient Customer Lookup

Streamline your customer search process. Automatically initiate searches upon new contact creation. Enhance your support team's efficiency.

When this happens...

New Contact Event
Trigger new events when new contacts are created.

-

automatically do this!

Search Customers
Searches for customers.

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.

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 allows businesses to seamlessly search for customers as soon as new contacts are established. This automation eliminates the need for manual searches, significantly speeding up the response time for customer inquiries. By linking these systems, organizations can ensure that their support teams have immediate access to customer data, enhancing productivity and ensuring a smoother workflow. This integration not only saves time but also improves accuracy in customer management processes.

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