Create QuickBooks Online estimates when Pipedrive deals reach certain stages

The sooner you get those estimates in your customers' hands, the faster you can get them approved. Let this automation do the work once you're ready for it: Once active, it will trigger whenever a new deal is added to the appropriate stage on Pipedrive, sending the details to QuickBooks Online and preparing an estimate for the matching customer so you don't have to.

How this Pipedrive-QuickBooks Online integration works

  1. A new deal is added to a stage on Pipedrive
  2. Zapier automatically creates a new estimate on QuickBooks Online

Apps involved

  • Pipedrive
  • QuickBooks Online
Create QuickBooks Online estimates when Pipedrive deals reach certain stages
Pipedrive integration logo

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.

QuickBooks Online integration logo

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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