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.

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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.

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

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.