Salesflare
QuickBooks

Customer Update for New Opportunities

Streamline your customer updates. Connect opportunities directly with customer records. Enhance efficiency and responsiveness.

When this happens...

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

-

automatically do this!

Update Customer
Updates 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.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

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.

Similar integrations
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Why

Salesflare

+

QuickBooks

= Perfect Match

Integrating Salesflare with QuickBooks enables a seamless flow of information between opportunity creation and customer updates. When a new opportunity is recorded in Salesflare, relevant customer details are automatically updated in QuickBooks, reducing manual entry errors and saving valuable time. This integration significantly enhances data accuracy and ensures that your customer records reflect the latest opportunities, leading to improved service and quicker responses to client needs.

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