Zendesk Sell

QuickBooks

Lead to Customer Lookup

Transform new leads into actionable insights. Streamline your customer support efficiency. Elevate productivity through automation.

When this happens...

New Lead Created

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

automatically do this!

Search Customers

Searches for customers.

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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

When a new lead is created in Zendesk Sell, it triggers an automated search for existing customers in QuickBooks. This integration minimizes manual data entry and reduces the chances of oversight. By seamlessly connecting your lead and customer databases, you enhance your customer support workflow, ensuring that your team can focus on building relationships rather than managing data.