QuickBooks
Salesflare

Seamless Contact Account Update

Streamline your account management effortlessly. Eliminate manual entry for new contacts. Improve communication with updated records.

When this happens...

New Invoice Updated
Trigger new event when an invoice is updated.

-

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.
Update Contact
Updates a contact.
Update Opportunity
Update an Opportunity

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.

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About

Salesflare

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

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Why

QuickBooks

+

Salesflare

= Perfect Match

In the fast-paced business environment, keeping account information current is essential for effective communication and support. By automating the addition of contacts when an invoice is updated in Quickbooks, teams can focus on strategic tasks rather than manual data entry. This integration not only saves time but enhances customer interactions, ensuring that all teams have access to the latest information, thereby improving overall service delivery.

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