Salesflare
QuickBooks

Streamlined Opportunity Tracking

Enhance your opportunity management. Leverage seamless integration for smarter workflows. Drive efficiency and boost productivity.

When this happens...

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

-

automatically do this!

Search Items
Searches for items.

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.

Similar integrations
No items found.

About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

Similar integrations
No items found.

Why

Salesflare

+

QuickBooks

= Perfect Match

Integrating Salesflare and Quickbooks through the new opportunity event enhances the capability to swiftly search for items tied to emerging business opportunities. This connection allows users to efficiently access crucial information, eliminating delays in the sales process. By automating item searches as new opportunities arise, teams can focus on strategy and closing deals rather than time-consuming manual processes, ultimately improving customer satisfaction and business outcomes.

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