QuickBooks
Salesflare

Seamless Contact Updates

Streamline your contact management. Automatically update records upon new customer creation. Enhance efficiency with every interaction.

When this happens...

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

-

automatically do this!

Update Contact
Updates a contact.

Explore Triggers and Actions

New Purchase Updated
Trigger new event when a purchase is updated.
Find Opportunity
Finds opportunities according to props configured, if no prop configured returns all opportunities
Find Account
Finds accounts according to props configured, if no prop configured returns all accounts,
Find Contact
Finds contacts according to props configured, if no prop configured returns all contacts
Find Person
Finds people according to props configured, if no prop configured returns all people
Find Pipeline Stage
Finds pipeline stages according to props configured, if no prop configured returns all stages
Find Users
Finds users according to props configured, if no prop configured returns all users
Find Workflow
Finds workflows according to props configured, if no prop configured returns all workflows,
Remove Contact From Workflow
Remove a contact from a workflow
Update Account
Update an account

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

Integrating Quickbooks with Salesflare allows businesses to automate the tedious task of updating contact information. When a new customer is created in Quickbooks, this integration triggers an immediate update in Salesflare, ensuring that your CRM is always current without the need for manual entry. This not only saves time but also reduces the chances of errors, allowing your team to focus on providing exceptional service and improving customer satisfaction.

Built by folks who built