Zendesk Sell
QuickBooks

Seamless Lead to Customer Setup

Streamline your lead management process. Automatically fetch customer details upon lead creation. Enhance support and communication efficiency.

When this happens...

New Lead Created
Trigger new event when a new lead is created in Zendesk Sell.

-

automatically do this!

Get Customer
Returns info about a customer.

Explore Triggers and Actions

New Deal Created
Trigger new event when a new deal is created in Zendesk Sell.
New Contact Created
Trigger new event when a new contact is created in Zendesk Sell.
New Lead Created
Trigger new event when a new lead is created in Zendesk Sell.
Get Purchase
Returns info about a purchase.
Get Sales Receipt
Returns details about a sales receipt.
Get Time Activity
Returns info about an activity.
Search Accounts
Search for accounts.
Search Customers
Searches for customers.
Search Invoices
Searches for invoices.
Search Items
Searches for items.
Search Products
Search for products.
Search Purchases
Searches for purchases.

About the apps

Learn more about

Zendesk Sell

and

QuickBooks

, and how they work together to automate your workflows.

About

Zendesk Sell

Zendesk Sell is a modern CRM that enhances productivity, pipeline visibility, and revenue growth, crucial for effective customer support operations.

Similar integrations
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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.

Why

Zendesk Sell

+

QuickBooks

= Perfect Match

Integrating Zendesk Sell with QuickBooks allows businesses to automatically retrieve customer information as soon as new leads are created. This automation not only saves time by eliminating manual data entry but also enhances the accuracy of customer records. By connecting sales and financial systems, you can ensure that your support teams have the most up-to-date information, leading to faster resolutions and improved customer satisfaction.

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