How to Integrate Freshsales with QuickBooks?
Freshsales is a robust cloud-based customer relationship manager (CRM) designed to optimize customer interactions. It is a dedicated CRM tool that is part of the Freshworks suite. Freshsales is designed to work seamlessly with all Freshworks products and supports integration with third-party applications, like the accounting software QuickBooks. The CRM is available either as a forever free plan or an economical monthly subscription. Freshsales comes built-in with AI technology to score your leads, allowing your business to prioritize those contacts that are more likely to convert. It is designed with user mobility in mind as the tool can be accessed via browser and mobile devices, enhancing on-the-go productivity. Significant attention is dedicated to end-user experience, which is evident in the straightforward interface and extensive customization options available.
What Are the Benefits of Integrating Freshsales with QuickBooks?
This section lists the various benefits of integrating Freshsales with QuickBooks.
- Syncing Freshsales and QuickBooks allows real-time data transfer between the two software. Users can view leads, obtain an overview of paid and unpaid balances for individual leads, modify details in one application, and have it immediately reflected in the other.
- Enhances collaboration and communication by simplifying data sharing.
- Integrating the software can help save time by automating repetitive work.
- The integration can be configured to suit your organizational needs, providing operational flexibility.
- Freshsales includes a built-in phone feature that is available in both free and paid plans, with the paid plans also offering SMS and iMessage capabilities to expand communication avenues.
- Detailed sales reports can be generated, and key metrics can be tracked to allow organizations to execute data-driven decisions.
How to Integrate Freshsales and QuickBooks?
To enable the integration between Freshsales and QuickBooks, follow the steps listed below.
- Login to Freshsales using administrator credentials.
- Go to the Admin Settings and click on Integrations. Select Third Party Integrations and choose QuickBooks from the list.
- Enable the integration and click Connect to QuickBooks on the next page.
- When you are redirected to the QuickBooks page login using your credentials and click on Authorize.
- On the following page, you can choose to be notified every time a payment is made.
- Finally, click the Save button to save your preferences and complete the Freshsales and QuickBooks integration.
Learn How Apps4Rent Can Facilitate Your Integrations
Apps4Rent excels in facilitating tailored integrations between QuickBooks and a number of third-party applications like Freshsales. With over 20 years of experience, our technical team has assisted over 10,000 businesses to unlock their true potential. Our expert technicians can help streamline your Freshsales and QuickBooks integration to minimize downtime and ensure a smooth sync.
As an Intuit Authorized Hosting provider, we provide QuickBooks solutions hosted on our secure SSAE 16 data centers located in New York and New Jersey. Our dedicated customer support team is available around the clock to provide you with ongoing post-migration assistance. Apps4Rent is focused on providing you with the best service to help you streamline your operations. Call, mail, or chat with us to learn what we can do to take your business to the next level.
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