Results Integrations

Results and QuickBooks

Results integrates bidirectionally with QuickBooks Online and QuickBooks Desktop. This integration allows users to work within the system of choice and guarantees both systems remain up to date with information for contacts, jobs, items/pricing, invoices, payments, and more! Limit the number of QuickBooks users while ensuring your team can access the functionality and history they need, and has up-to-date and accurate information, no matter which system they are in. 

Results and Outlook

When Microsoft Outlook connects with Results, email conversations are easier to trackImportant emails, including their attachments, can be neatly filed under each contact’s email history so that everyone can see (and remember) the conversation history. 

Results and Gmail

The Results Gmail integration quickly converts any email into an action item and centralizes all communications. Results users can reference past conversations with others in the company to better understand the client history. The integration also allows users to schedule follow up from various conversations. 

Results and Avalara

Simple yet powerful, this new integration streamlines and improves sales tax calculation accuracy in Results Estimates, Sales Orders, and Invoices. Results users who ship from and to multiple locations can now validate addresses to calculate complex tax scenarios and ensure compliance with automated filings. The deep behind-the-scenes integration automatically identifies item-level taxable amounts and exemptions in the U.S. and internationally. System administrators have the flexibility to determine the number and type of calls to AvaTax on a granular level. In addition, the Audit Log provides a detailed list of the various interactions between Results and AvaTax.

Results and Zapier

Results integrates with Zapier to provide enhanced automation between Results and Outlook and Results and Gmail. Users can connect their Gmail or Outlook accounts via Zapier to turn their inbox into a productivity powerhouse. Using Zapier templates, emails can be converted into tasks so your team can easily track top priorities. 

Results and Calendly

Every time a new Calendly meeting is scheduled, the Results Calendly integration will create a new Results activity record under the appropriate contact record. This integration saves time by automatically tracking client meetings and appointments and improves contact record accuracy. 

Results and WhatsApp

The WhatsApp-Results Integration allows seamless and effective communication with clients and prospects. Real-time WhatsApp conversations through Results are captured as deliverables in the System. WhatsApp Integration ensures the Sales and Service department are on the same page.