RingCentral
QuickBooks

Instant Customer Lookup

Streamline your customer interactions. Quickly find customer details during calls. Enhance support efficiency and satisfaction.

When this happens...

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

-

automatically do this!

Search Customers
Searches for customers.

Explore Triggers and Actions

New Voicemail Message (Instant)
Trigger new event when a new voicemail message is received
Get Purchase
Returns info about a purchase.
Get Sales Receipt
Returns details about a sales receipt.
Get Time Activity
Returns info about an activity.
Search Accounts
Search for accounts.
Search Customers
Searches for customers.
Search Invoices
Searches for invoices.
Search Items
Searches for items.
Search Products
Search for products.
Search Purchases
Searches for purchases.

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

Accelerating customer support is vital for enhancing user satisfaction. By integrating RingCentral with QuickBooks, every incoming call can trigger an immediate search for customer records. This seamless connection minimizes response time and empowers support agents with the essential information they need to resolve issues faster, ultimately leading to a more efficient and customer-friendly experience.

Built by folks who built