Instant Customer Creation

Transform inbound calls into customers effortlessly. Automate your support workflow seamlessly. Enhance productivity and response time.

When this happens...

New Inbound Call (Instant)

Trigger new event on each incoming call

automatically do this!

Create Customer

Creates a customer.

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Explore Triggers and Actions

New Voicemail Message (Instant)

Trigger new event when a new voicemail message is received

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

RingCentral

and

QuickBooks

, and how they work together to automate your workflows.

About

RingCentral

RingCentral offers a complete cloud communications platform crucial for efficient customer support, enhancing communication and service delivery.

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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

RingCentral

+

QuickBooks

= Perfect Match

Integrating RingCentral with QuickBooks allows for immediate customer creation upon receiving a new inbound call. This streamlined process reduces manual entry, ensuring that no potential client is overlooked. By automating customer creation, businesses can focus on providing superior service while minimizing human error. Moreover, the integration promotes faster response times and enhances overall efficiency in managing customer relationships, ultimately driving business growth.