Salesflare

QuickBooks

Streamline Customer Data Updates

Transform your customer onboarding. Efficiently sync new contacts. Enhance support with accurate records.

When this happens...

New Contact Event

Trigger new events when new contacts are created.

automatically do this!

Update Customer

Updates 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 Salesflare with Quickbooks facilitates a seamless flow of customer data. When a new contact event occurs in Salesflare, it automatically triggers an update in Quickbooks, ensuring that financial records are always current. This integration drastically reduces manual data entry, minimizes errors, and accelerates the process of customer management, resulting in improved operational efficiency and enhanced customer support. Save time and resources by automating these essential workflows.