RingCentral
QuickBooks

Instantly Locate Customers

Streamline your customer interactions. Enhance support efficiency with real-time data access. Deliver faster resolutions on every call.

When this happens...

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

-

automatically do this!

Search Customers
Searches for customers.

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.

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

Every outgoing call presents a crucial opportunity to assist customers effectively. By integrating RingCentral with QuickBooks, you can automate the process of looking up customer information as soon as a call is made. This high-value automation minimizes manual tasks, speeds up resolution times, and ensures your support team is equipped with the right data to provide exceptional service, ultimately enhancing customer satisfaction and retention.

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