Integrations Overview

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Overview

Flashquotes integrations allow you to connect with popular business tools and automate your workflows. Available on Pro tier plans and higher, these integrations help streamline your operations and reduce manual data entry.

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Available Integrations

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Integration Benefits

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Financial Management

• Automatic invoice syncing with QuickBooks
• Payment tracking and reconciliation
• Tax rate synchronization

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Communication

• Send quotes from your Gmail account
• Maintain email history in Gmail
• Professional email signatures

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Automation

• Connect with 3000+ apps via Zapier
• Automate repetitive tasks
• Custom workflow creation

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Getting Started

1. Review available integrations
2. Connect essential services first:
   • Gmail for quote sending
   • QuickBooks for financial tracking
3. Add automation as needed
4. Test integrations thoroughly

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Best Practices

1. Keep credentials current
2. Monitor integration activity
3. Review permissions regularly
4. Document custom workflows
5. Train team members

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Next Steps

• Set up QuickBooks
• Connect Gmail
• Configure Zapier