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Pipedrive + QuickBooks Online

Create QuickBooks Online estimates when new Pipedrive deals reach certain stages

Once active, this Zap automatically triggers whenever a new deal is added to the appropriate stage on Pipedrive. Set up this integration to effortlessly send the details to QuickBooks Online and prepare an estimate for the matching customer, so you don't have to.

Once active, this Zap automatically triggers whenever a new deal is added to the appropriate stage on Pipedrive. Set up this integration to effortlessly send the details to QuickBooks Online and prepare an estimate for the matching customer, so you don't have to.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal matches a Pipedrive filter.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Estimate

    Triggered when you add a new estimate.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
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    • Filter IdRequired

    Trigger
    Scheduled
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    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
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    • FilterRequired

    Trigger
    Scheduled
    Try It