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.

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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.

Search Invoices

Searches for invoices.

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online.

Create Customer

Creates a customer.

Create Bill

Creates a bill.

Create Estimate

Creates an estimate.

Create Invoice

Creates an invoice.

Create Payment

Creates a payment.

Create Purchase Order

Creates a purchase order.

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online.

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.

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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

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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.