Salesflare
QuickBooks

Convert Opportunities to Customers

Streamline your sales to customer transition. Enhance your customer database instantly. Drive engagement with every new opportunity.

When this happens...

New Opportunity Event
Trigger new events when new opportunities are created.

-

automatically do this!

Create Customer
Creates a customer.

Explore Triggers and Actions

New Account Event
Trigger new events when new accounts are created.
New Contact Event
Trigger new events when new contacts are created.
New Opportunity Event
Trigger new events when new opportunities are created.
New Task Event
Trigger new events when new tasks are created.
New Workflow Event
Trigger new events when new workflows are created.
Create Purchase
Creates a new purchase.
Create Sales Receipt
Creates a sales receipt.
Delete Purchase
Delete a specific purchase.
Get Customer
Returns info about a customer.
Get Bill
Returns info about a bill.
Get Invoice
Returns info about an invoice.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase Order
Returns details about a purchase order.

About the apps

Learn more about

Salesflare

and

QuickBooks

, and how they work together to automate your workflows.

About

Salesflare

Salesflare is an intelligent CRM that simplifies customer support by automating sales pipelines, crucial for efficient service delivery and communication.

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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.

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Why

Salesflare

+

QuickBooks

= Perfect Match

Efficiently managing customer relationships is crucial for business growth. By connecting Salesflare's new opportunity events to Quickbooks' customer creation, you automate the process of turning prospects into customers. This high-value integration reduces manual data entry, accelerates response times, and enhances operational efficiency, allowing your team to focus on nurturing relationships rather than administrative tasks. Improve accuracy and drive better engagement as you streamline your sales workflows.

Built by folks who built