Connect Pipedrive and QuickBooks Online to unlock the power of automation
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Set up your first integration
Quickly connect Pipedrive to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with QuickBooks Online - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Pipedrive.
Add your action
An action happens after the trigger—such as "Create Bill (Item Based)" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Pipedrive and QuickBooks Online, automating your workflow.
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Frequently Asked Questions about Pipedrive + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and QuickBooks Online
How do I set up an integration between Pipedrive and QuickBooks Online?
To set up the integration, you'll start by signing in to both your Pipedrive and QuickBooks Online accounts. We guide you through selecting a trigger from Pipedrive, such as 'New Deal' or 'Updated Contact,' and then choosing an action in QuickBooks Online, like 'Create Invoice' or 'Add Customer.' Our platform makes it seamless by offering predefined templates to simplify this setup.
What triggers in Pipedrive can initiate actions in QuickBooks Online?
Triggers from Pipedrive that can initiate actions in QuickBooks Online include 'New Person,' 'Updated Deal,' and 'Won Deal.' Each of these allows you to automate corresponding actions, like creating an invoice or updating a customer profile without manual input.
Can I customize the fields transferred between Pipedrive and QuickBooks?
Yes, our integration lets you map fields between Pipedrive and QuickBooks. You can choose which specific data points are transferred during each trigger-action workflow, ensuring all necessary information is captured accurately.
Does this integration allow creating invoices automatically based on new deals?
Absolutely! When a deal is marked as won in Pipedrive, our system can automatically trigger the creation of an invoice in QuickBooks. This helps in streamlining your sales process by reducing the time spent on manual data entry.
How does data synchronization work between these two platforms?
Data synchronization happens through real-time triggers and actions. For example, when a new contact is added in Pipedrive, it instantly creates or updates a customer profile in QuickBooks Online. This ensures that both systems are always up to date with consistent information.
Are there any limitations on the types of data that can be integrated?
While most data types like contacts, deals, invoices, and notes are integrable, some custom fields might require additional configuration. We recommend reviewing our documentation for details on specific field limitations to ensure smooth integration.
What should I do if my integration stops working suddenly?
If your integration ceases functioning unexpectedly, first verify your connection credentials for both Pipedrive and QuickBooks. Ensuring that API permissions haven't changed is vital. Our support team is also available to help diagnose any issues quickly so you maintain operational continuity.
Practical ways you can use Pipedrive and QuickBooks Online
Optimizing financial reporting
Create an automated workflow that aggregates financial data from various sources into a centralized dashboard to help business owners monitor and forecast financial performance in real-time.
Business OwnerStreamline campaign management
Set up a workflow that automates the scheduling, distribution, and tracking of marketing campaigns across multiple channels to optimize engagement and conversions.
Marketing & Marketing OpsAutomating lead distribution
Design a workflow that assigns incoming leads to sales representatives based on predefined criteria to improve response time and increase the likelihood of conversion.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerPolling - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Organization
Triggers when a new organization is created.
Try ItTriggerPolling
- Activity filterRequired
Try ItTriggerPolling- Activity filterRequired
- Deal status
Try ItTriggerPolling- New Note
Triggers when a new note is created.
Try ItTriggerPolling - Activity filterRequired
Try ItTriggerPolling
