Salesflare

QuickBooks

Retrieve Customer Details Instantly

Automate customer retrieval with ease. Enhance operational efficiency seamlessly. Empower your sales team today.

When this happens...

New Opportunity Event

Trigger new events when new opportunities are created.

automatically do this!

Get Customer

Returns info about 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

Utilizing the New Opportunity Event from Salesflare, this integration triggers the retrieval of customer information directly from QuickBooks, allowing your team to access crucial details promptly. By automating this process, you minimize the time spent on manual data entry and provide immediate insights into customer statuses, which can significantly enhance your sales strategies. This workflow not only reduces the workload on your team but also ensures that your customer interactions are informed and effective.