QuickBooks
Salesflare

Identify Sales Opportunities Automatically

Streamline your lead management. Instantly uncover potential sales. Enhance productivity with automation.

When this happens...

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

-

automatically do this!

Find Opportunity
Finds opportunities according to props configured, if no prop configured returns all opportunities

Explore Triggers and Actions

New Purchase Updated
Trigger new event when a purchase is updated.
Add Contact To Account
Adds a contact to an account
Add User To Account
Adds a user to an account
Create Account
Create an account.
Create Call
Create a call.
Create Contact
Create a contact
Create Internal Note
Create an internal note.
Create Meeting
Create a meeting
Create Opprtunity
Create opportunity.
Create Task
Create a task

About the apps

Learn more about

QuickBooks

and

Salesflare

, 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.

Similar integrations
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About

Salesflare

Salesflare is an intelligent CRM that simplifies customer support by automating sales pipelines, crucial for efficient service delivery and communication.

Similar integrations
No items found.

Why

QuickBooks

+

Salesflare

= Perfect Match

By integrating Quickbooks with Salesflare, businesses can transform their customer creation process into actionable insights. Whenever a new customer is added in Quickbooks, the system automatically identifies and retrieves relevant sales opportunities from Salesflare, tailored to the specified properties. This seamless synchronization eliminates manual searches, allowing your sales team to focus on conversion rather than data entry, ultimately driving efficiencies and accelerating revenue growth.

Built by folks who built