Salesflare
QuickBooks

Sync Salesflare Opportunities to QuickBooks

Effortlessly connect sales and finance. Streamline your workflow for seamless updates. Maximize efficiency with every new opportunity.

When this happens...

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

-

automatically do this!

Update Item
Updates an item.

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.
Get Purchase
Returns info about a purchase.
Get Sales Receipt
Returns details about a sales receipt.
Get Time Activity
Returns info about an activity.
Search Accounts
Search for accounts.
Search Customers
Searches for customers.
Search Invoices
Searches for invoices.
Search Items
Searches for items.
Search Products
Search for products.
Search Purchases
Searches for purchases.

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
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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
No items found.

Why

Salesflare

+

QuickBooks

= Perfect Match

Integrating Salesflare with QuickBooks allows businesses to automate financial updates based on new sales opportunities. This connection ensures that any time a new opportunity is created in your sales pipeline, corresponding financial items are updated in QuickBooks without manual entry, saving time and reducing errors. By leveraging this integration, teams can maintain accuracy in their financial records and focus on closing deals instead of handling administrative tasks.

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