QuickBooks
Salesflare

Effortless Contact Addition

Streamline your account management. Automatically add contacts when customers change. Enhance your support workflows effortlessly.

When this happens...

New Customer Updated
Trigger new event when a customer is updated.

-

automatically do this!

Add Contact To Account
Adds a contact to an account

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 instantly add contacts to accounts whenever customer information is updated. This automation eliminates manual entry tasks, significantly reducing the likelihood of errors while saving valuable time. By ensuring that your customer database is always current, your support team can respond faster and more effectively, ultimately leading to improved customer satisfaction and streamlined operations.

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