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Sales & Service CRM

  • 3 September 2020
  • 1 reply
  • 32 views

Userlevel 1

Hi Guys,

I’m new here and wanted to ask for suggestions - As well as sales of machinery we also service and repair our customers machines. What would be the most suitable Zapier/CRM integration with Quickbooks that enables recording of customers equipment maintenance, repairs and service scheduling? 

Thank you

Rob

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Best answer by Liz_Roberts 22 September 2020, 15:32

Hi @RobM ,

Welcome! Thanks for reaching out!

If you haven’t yet, check out our current CRM integrations here. Once you click on one, you can view its capabilities (Triggers + Actions) along with matching it up with Quickbooks to see what workflows are possible.

Give that a go and let us know how you get on!

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Userlevel 7
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Hi @RobM ,

Welcome! Thanks for reaching out!

If you haven’t yet, check out our current CRM integrations here. Once you click on one, you can view its capabilities (Triggers + Actions) along with matching it up with Quickbooks to see what workflows are possible.

Give that a go and let us know how you get on!

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