RingCentral
QuickBooks

Instant Customer Lookup

Streamline your customer inquiry process. Quickly retrieve customer information. Enhance your response efficiency.

When this happens...

New Inbound Call (Instant)
Trigger new event on each incoming call

-

automatically do this!

Get Customer
Returns info about a customer.

Explore Triggers and Actions

New Voicemail Message (Instant)
Trigger new event when a new voicemail message is received
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

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.

Similar integrations
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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.

Similar integrations
No items found.

Why

RingCentral

+

QuickBooks

= Perfect Match

Integrating RingCentral with QuickBooks simplifies the customer support experience by enabling instant retrieval of customer details during inbound calls. This seamless connection allows agents to instantly identify callers, improving resolution times and enhancing service quality. By automating customer lookups, businesses can significantly reduce response times and minimize manual effort, leading to a more efficient workflow and higher customer satisfaction.

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