Seamless Customer Creation

Transform outbound calls into customer records. Streamline your workflow effortlessly. Enhance your sales process today.

When this happens...

New Outbound Call (Instant)

Trigger new event on each outgoing call

automatically do this!

Create Customer

Creates a customer.

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Explore Triggers and Actions

New Voicemail Message (Instant)

Trigger new event when a new voicemail message is received

Create Purchase

Creates a new purchase.

Create Sales Receipt

Creates a sales receipt.

Delete Purchase

Delete a specific purchase.

Get Customer

Returns info about a customer.

Get Bill

Returns info about a bill.

Get Invoice

Returns info about an invoice.

Get My Company

Gets info about a company.

Get Payment

Returns info about a payment.

Get Purchase Order

Returns details about a purchase order.

About the apps

Learn more about

RingCentral

and

QuickBooks

, and how they work together to automate your workflows.

About

RingCentral

RingCentral offers a complete cloud communications platform crucial for efficient customer support, enhancing communication and service delivery.

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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

RingCentral

+

QuickBooks

= Perfect Match

Integrating RingCentral with QuickBooks facilitates a high-value automation process that transforms each outbound call into a new customer record. This integration eliminates the tedious manual entry of customer information, allowing your team to focus on what truly matters: enhancing customer relationships. By automating this crucial step, businesses can ensure that no opportunity is missed while significantly increasing operational efficiency and accuracy.