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Pipedrive + QuickBooks Online

Create QuickBooks Online estimates when new Pipedrive deals reach certain stages

  1. When this happens

    Step 1: Deal Matching Filter

  2. Then do this

    Step 2: Create Estimate

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.

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

Supported triggers and actions

What does this mean?
pipedrive logo
pipedrive logo
pipedrive logo

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.

Related categories

  • CRM (Customer Relationship Management)

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