Identify Sales Opportunities Quickly

Streamline your sales process today. Automatically detect updates to items. Transform insights into actions effortlessly.

When this happens...

New Item Updated

Trigger new event when an item is updated.

automatically do this!

Find Opportunity

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

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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.

Similar integrations

No items found.

Why

QuickBooks

+

Salesflare

= Perfect Match

Stay ahead in the competitive market by automatically tracking updates in QuickBooks and converting this crucial information into actionable opportunities in Salesflare. This integration eliminates manual data entry and ensures that your sales team is always informed about the latest developments. By leveraging updated item data, teams can respond more swiftly to customer inquiries and make informed decisions, ultimately enhancing efficiency and improving conversion rates.