QuickBooks
Salesflare

Streamline Customer Workflow Updates

Efficiently manage customer updates. Automatically adjust workflows. Enhance support team productivity.

When this happens...

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

-

automatically do this!

Remove Contact From Workflow
Remove a contact from a workflow

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.

Similar integrations
No items found.

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

By automating the removal of contacts from workflows when customer details are updated, businesses can significantly reduce manual intervention. This integration allows for real-time updates between Quickbooks and Salesflare, ensuring that workflows remain current and relevant. As a result, teams can focus on higher-value tasks while response times improve, leading to enhanced customer satisfaction and streamlined processes.

Built by folks who built