Zendesk Sell
QuickBooks

Seamless Customer Creation

Streamline your onboarding process. Automatically create customers upon deal initiation. Enhance efficiency and reduce manual entry.

When this happens...

New Deal Created
Trigger new event when a new deal is created in Zendesk Sell.

-

automatically do this!

Create Customer
Creates a customer.

Explore Triggers and Actions

New Deal Created
Trigger new event when a new deal is created in Zendesk Sell.
New Contact Created
Trigger new event when a new contact is created in Zendesk Sell.
New Lead Created
Trigger new event when a new lead is created in Zendesk Sell.
Create Purchase
Creates a new purchase.
Create Sales Receipt
Creates a sales receipt.
Delete Purchase
Delete a specific purchase.
Get Customer
Returns info about a customer.
Get Bill
Returns info about a bill.
Get Invoice
Returns info about an invoice.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase Order
Returns details about a purchase order.

About the apps

Learn more about

Zendesk Sell

and

QuickBooks

, and how they work together to automate your workflows.

About

Zendesk Sell

Zendesk Sell is a modern CRM that enhances productivity, pipeline visibility, and revenue growth, crucial for effective customer support operations.

Similar integrations
No items found.

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.

Why

Zendesk Sell

+

QuickBooks

= Perfect Match

Integrating Zendesk Sell with Quickbooks allows sales teams to automatically create customer profiles when a new deal is initiated. This not only minimizes the chance of human error during data entry but also significantly accelerates the customer onboarding process. By automating this crucial step, businesses can focus more on nurturing relationships rather than administrative tasks, leading to faster sales cycles and improved customer satisfaction.

Built by folks who built