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
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
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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.

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