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Sales & Service CRM

  • September 3, 2020
  • 1 reply
  • 46 views

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

Best answer by Liz_Roberts

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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1 reply

Liz_Roberts
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  • Zapier Staff
  • Answer
  • September 22, 2020

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!