QuickBooks
Salesflare

Streamline Sales Opportunity Updates

Automate your sales process effortlessly. Ensure your opportunities are always up-to-date. Improve team efficiency with seamless integration.

When this happens...

New Item Created
Trigger new event when a new item is created.

-

automatically do this!

Update Opportunity
Update an Opportunity

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.

Similar integrations
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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.

Similar integrations
No items found.

Why

QuickBooks

+

Salesflare

= Perfect Match

Integrating Quickbooks with Salesflare transforms your sales workflow by eliminating manual updates. Whenever a new item is created in Quickbooks, an opportunity in Salesflare is automatically updated, ensuring that your sales team has accurate and timely information. This high-value automation not only saves time but also enhances the overall customer support experience, allowing your team to focus on building relationships rather than data entry.

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