Zendesk Sell
QuickBooks

Find Customers Automatically

Streamline your sales process. Automatically locate customers upon deal creation. Enhance efficiency in your workflows.

When this happens...

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

-

automatically do this!

Search Customers
Searches for customers.

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.

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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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Why

Zendesk Sell

+

QuickBooks

= Perfect Match

Integrating Zendesk Sell with Quickbooks creates a seamless workflow where a new deal triggers an automatic search for customers. This integration minimizes manual data entry and accelerates customer identification, ultimately leading to faster responses and improved customer satisfaction. By leveraging automation, your team can focus on closing deals and managing relationships instead of administrative tasks.

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