QuickBooks
Salesflare

Seamless Contact Addition

Streamline your invoicing process. Automatically add contacts to accounts. Improve customer engagement effortlessly.

When this happens...

New Invoice Created
Trigger new event when a new invoice is created.

-

automatically do this!

Add Contact To Account
Adds a contact to an account

Explore Triggers and Actions

New Purchase Updated
Trigger new event when a purchase is updated.
Add Contact To Account
Adds a contact to an account
Add User To Account
Adds a user to an account
Create Account
Create an account.
Create Call
Create a call.
Create Contact
Create a contact
Create Internal Note
Create an internal note.
Create Meeting
Create a meeting
Create Opprtunity
Create opportunity.
Create Task
Create a task

About the apps

Learn more about

QuickBooks

and

Salesflare

, and how they work together to automate your workflows.

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.

About

Salesflare

Salesflare is an intelligent CRM that simplifies customer support by automating sales pipelines, crucial for efficient service delivery and communication.

Similar integrations
No items found.

Why

QuickBooks

+

Salesflare

= Perfect Match

Integrating QuickBooks with Salesflare empowers your business to operate efficiently by ensuring that every time a new invoice is generated, the relevant contact is automatically added to the corresponding account. This automation eliminates manual data entry errors and reduces administrative workload, allowing your team to focus on more strategic tasks. This streamlined process enhances communication and follow-up efforts, ultimately improving customer satisfaction and retention.

Built by folks who built