Streamline Sales Opportunity Updates

Transform your sales process with seamless updates. Automatically sync invoice changes to opportunities. Enhance your team's efficiency and close deals faster.

When this happens...

New Invoice Updated

Trigger new event when an invoice is updated.

automatically do this!

Update Opportunity

Update an Opportunity

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Explore Triggers and Actions

New Purchase Updated

Trigger new event when a purchase is updated.

Find Opportunity

Finds opportunities according to props configured, if no prop configured returns all opportunities

Find Account

Finds accounts according to props configured, if no prop configured returns all accounts,

Find Contact

Finds contacts according to props configured, if no prop configured returns all contacts

Find Person

Finds people according to props configured, if no prop configured returns all people

Find Pipeline Stage

Finds pipeline stages according to props configured, if no prop configured returns all stages

Find Users

Finds users according to props configured, if no prop configured returns all users

Find Workflow

Finds workflows according to props configured, if no prop configured returns all workflows,

Remove Contact From Workflow

Remove a contact from a workflow

Update Account

Update an account

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

Integrating Quickbooks with Salesflare allows you to enhance your sales workflows by ensuring that any updated invoice information automatically updates related sales opportunities. This connection eliminates manual entry and potential errors, keeping your sales team informed with the latest financial data. By automating this process, businesses can increase the speed of their sales cycles, improve communication, and enhance overall productivity, allowing teams to focus more on selling rather than administrative tasks.