QuickBooks is a popular accounting software that allows businesses to manage their finances, including invoicing, payments, and expenses. Integrating QuickBooks with your CRM, such as Social Traffic CRM, can help you manage your finances more efficiently.
Integration Details:
To integrate Quickbooks with Social Traffic, go to your settings -> Click on the integrations tab -> Click on the Quickbooks integration option -> Follow the prompts to connect your account.
Use Cases
The QuickBooks integration with Social Traffic CRM, can be used to improve your contact management and streamline your financial tracking. With this integration, you can sync all new contacts that are created in QuickBooks with your CRM, ensuring that your contact list is always up-to-date. Additionally, you can receive notifications when a payment is made in QuickBooks directly in your CRM, without the need for any additional automation.
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