RingCentral
QuickBooks

Instant SMS Customer Lookup

Effortlessly connect inbound messages to customer profiles. Speed up resolution processes with automation. Enhance support workflows with seamless integration.

When this happens...

New Inbound SMS (Instant)
Trigger new event on each incoming SMS

-

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

Integrating inbound SMS with customer search functionality streamlines support operations. Whenever a new SMS arrives, the system immediately triggers a customer search, minimizing response time and maximizing efficiency. This integration reduces the risk of manual errors and ensures support representatives have instant access to relevant customer information, leading to quicker resolutions and improved customer satisfaction.

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