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Pipedrive + QuickBooks Online

Create Pipedrive activities from new QuickBooks Online invoices

Easily manage your sales and invoicing process with this seamless workflow. When a new invoice is created in QuickBooks Online, an activity is also generated in Pipedrive, keeping your sales team in the loop and ensuring efficient collaboration. Save time and stay organized by eliminating manual data entry and streamlining your financial and sales tracking.

Easily manage your sales and invoicing process with this seamless workflow. When a new invoice is created in QuickBooks Online, an activity is also generated in Pipedrive, keeping your sales team in the loop and ensuring efficient collaboration. Save time and stay organized by eliminating manual data entry and streamlining your financial and sales tracking.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Invoice

    Triggers when you add a new invoice.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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