QuickBooks
Microsoft Outlook

Streamline Customer Contact Creation

Easily link your new customer data. Automatically create contacts in Outlook. Enhance your workflow efficiency.

When this happens...

New Customer Created
Trigger new event when a new customer is created.

-

automatically do this!

Create Contact
Add a contact to the root Contacts folder,

Explore Triggers and Actions

New Purchase Updated
Trigger new event when a purchase is updated.
Move Email to Folder
Moves an email to the specified folder in Microsoft Outlook.
Remove Label from Email
Removes a label/category from an email in Microsoft Outlook.
Reply to Email
Reply to an email in Microsoft Outlook.
Send Email
Send an email to one or multiple recipients,
Update Contact
Add a contact to the root Contacts folder,
Find Email
Search for an email in Microsoft Outlook.

About the apps

Learn more about

QuickBooks

and

Microsoft Outlook

, and how they work together to automate your workflows.

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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About

Microsoft Outlook

Microsoft Outlook centralizes email and calendars, crucial for support teams to streamline customer communication and enhance service delivery.

Similar integrations
No items found.

Why

QuickBooks

+

Microsoft Outlook

= Perfect Match

Integrating Quickbooks and Microsoft Outlook allows businesses to automate the contact creation process when a new customer is registered. By triggering an event in Quickbooks, a corresponding contact can be instantly created in Outlook, eliminating the need for manual entry. This not only saves time but also reduces errors, ensuring that customer information is always up-to-date and readily accessible for communication and support.

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