Sync Customer Data with Opportunities

Automate your sales workflow seamlessly. Streamline customer data transfer for quicker decisions. Enhance opportunity tracking without manual input.

When this happens...

New Customer Created

Trigger new event when a new customer is created.

automatically do this!

Update Opportunity

Update an Opportunity

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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.

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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.

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Why

QuickBooks

+

Salesflare

= Perfect Match

Integrating Quickbooks with Salesflare through this automation allows businesses to enhance their sales processes effectively. Whenever a new customer is created in Quickbooks, the system triggers an action to update opportunities in Salesflare automatically. This reduces the time spent on manual entries and ensures that sales teams have the most current customer information, leading to improved follow-ups and faster closures. By maintaining accurate and up-to-date records, your business can focus on what matters most: building relationships...