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Pipedrive + QuickBooks Online

Pipedrive + QuickBooks Online

Pipedrive + QuickBooks Online integrations

Create QuickBooks Online sales receipts for matched Pipedrive deals

Effortlessly manage your sales and finances with this Pipedrive and QuickBooks Online integration. When a deal matches a filter in Pipedrive, this workflow will create a sales receipt in QuickBooks Online for you, streamlining your processes and saving time on manual data entry. Never miss a transaction, and keep your accounting up-to-date with this efficient automation.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Sales Receipt
    Create Sales Receipt
    Create Sales ReceiptTriggers when a new sales receipt is added (with line item support).
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More things you can do with Pipedrive and QuickBooks Online

Discover other triggers and actions you can use with Pipedrive and QuickBooks Online

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    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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