Effortless Customer Retrieval

Streamline customer updates seamlessly. Improve your contact management efficiency. Enhance resolution speed effortlessly.

When this happens...

New Customer Updated

Trigger new event when a customer is updated.

automatically do this!

Find Contact

Finds contacts according to props configured, if no prop configured returns all contacts

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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.

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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

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Why

QuickBooks

+

Salesflare

= Perfect Match

In today's fast-paced business environment, having immediate access to updated customer information is crucial for effective communication and support. Integrating QuickBooks with Salesflare allows for real-time updates, ensuring your team is always informed about customer changes. This seamless connection helps in reducing manual data entry, delivering faster resolutions, and ultimately creating a better experience for both your team and customers.