Enhance your customer interactions effortlessly. Stay updated with every customer change. Simplify data retrieval from your contacts.
When this happens...
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automatically do this!
Learn more about
QuickBooks
and
Microsoft Outlook
, and how they work together to automate your workflows.
QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.
Microsoft Outlook centralizes email and calendars, crucial for support teams to streamline customer communication and enhance service delivery.
When a new customer is updated in Quickbooks, an event triggers that allows you to retrieve a list of relevant contacts from Microsoft Outlook. This integration minimizes the need for manual updates, ensuring your support team has immediate access to the most current contact information. With this seamless connection, your workflows become more efficient, and response times are drastically improved, allowing for better customer service and satisfaction.





