RingCentral
QuickBooks

Instant Customer Retrieval

Streamline your calling experience. Access customer details with every outbound call. Enhance support efficiency effortlessly.

When this happens...

New Outbound Call (Instant)
Trigger new event on each outgoing call

-

automatically do this!

Get Customer
Returns info about a customer.

Explore Triggers and Actions

New Voicemail Message (Instant)
Trigger new event when a new voicemail message is received
Update Invoice
Updates an invoice.
Update Item
Updates an item.
Void Invoice
Voids an invoice.

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.

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

RingCentral

+

QuickBooks

= Perfect Match

Integrating RingCentral with QuickBooks allows businesses to automate the retrieval of customer information during outbound calls. This high-value workflow minimizes manual data entry, enabling agents to focus on delivering superior support. By triggering customer data retrieval with each call, organizations can enhance their service quality and response times, leading to improved customer satisfaction and loyalty.

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