Integrate Zendesk Sell with QuickBooks Online

Appy Pie Connect allows you to automate multiple workflows between Zendesk Sell and QuickBooks Online

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About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
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Best Zendesk Sell and QuickBooks Online Integrations

  • Zendesk Sell Integration QuickBooks Online Integration

    Zendesk Sell + QuickBooks Online

    Create Customer to QuickBooks Online from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Zendesk Sell Integration QuickBooks Online Integration

    Zendesk Sell + QuickBooks Online

    Create Invoice to QuickBooks Online from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    QuickBooks Online Integration Create Invoice
  • Zendesk Sell Integration QuickBooks Online Integration

    Zendesk Sell + QuickBooks Online

    Update Invoice in QuickBooks Online when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    QuickBooks Online Integration Update Invoice
  • Zendesk Sell Integration QuickBooks Online Integration

    Zendesk Sell + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    QuickBooks Online Integration Create Sales Receipt
  • Zendesk Sell Integration QuickBooks Online Integration

    Zendesk Sell + QuickBooks Online

    Create Customer to QuickBooks Online from New Lead in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Lead
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Zendesk Sell Integration {{item.actionAppName}} Integration

    Zendesk Sell + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zendesk Sell + QuickBooks Online in easier way

It's easy to connect Zendesk Sell + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zendesk Sell & QuickBooks Online Integrations Work

  1. Step 1: Choose Zendesk Sell as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zendesk Sell to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zendesk Sell and QuickBooks Online

Zendesk Sell?

Zendesk Sell is an app which works in conjunction with Zendesk Support. It offers a platform for businesses to manage their sales, customer support, and marketing activities. The app has features such as:

Lead management

Sales pipeline management

Automated invoicing

Sales templatesQuickBooks Online?

QuickBooks Online is a cloud-based accounting software that allows users to create invoices, manage expenses, and pay bills. The software also offers real-time data backup and storage. With the app, users can access their data from any device, anytime.

Integration of Zendesk Sell and QuickBooks Online

Due to its integration with Zendesk Support, Zendesk Sell allows businesses to manage customer support as well as sales activities from one single platform. When a company chooses to integrate Zendesk Sell with QuickBooks Online, they are able to manage all of their customer interactions and transactions from one system. They can record customer transactions and receive payment for these transactions through the same portal. This means that sales and customer support teams are able to interact with customers in a more efficient manner.

Benefits of Integration of Zendesk Sell and QuickBooks Online

The benefits of integrating Zendesk Sell and QuickBooks Online include:

Improved customer service. Businesses are able to increase the efficiency of their customer support team by using Zendesk Sell and QuickBooks Online. They can track the progress of their sales team and make sure that they are offering quick service to their customers.

Businesses are able to increase the efficiency of their customer support team by using Zendesk Sell and QuickBooks Online. They can track the progress of their sales team and make sure that they are offering quick service to their customers. Reduced time. With this integration, businesses get to reduce on the amount of time that they spend on payrpl processing. They do not have to run separate payrpl operations for sales and customer support teams because they are using the same system.

With this integration, businesses get to reduce on the amount of time that they spend on payrpl processing. They do not have to run separate payrpl operations for sales and customer support teams because they are using the same system. Improved financial reporting. Businesses are able to view improved financial reports because they can get accurate information about sales performance across all departments. This information helps them to make better decisions when it comes to planning their operational budgets.

In conclusion, we can say that the integration of Zendesk Sell and QuickBooks Online is beneficial for companies that want to be more efficient in terms of managing their sales and customer support operations.

The process to integrate Zendesk Sell and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.