Create and send QuickBooks Online invoices when Pipedrive deals reach certain stages

It's billing time again? We'll get it done for you the moment those deals evolve after you set up this automation. From then on, every time you move a new deal to your chosen stage on Pipedrive, Zapier will create a new invoice in QuickBooks Online and send it to the billing contact. That way, you won't just close deals, you'll get paid for them, too.

Note: For this integration to work, the person linked to your deal must have a valid email associated with them on Pipedrive

How this Pipedrive-QuickBooks Online integration works

  1. A new deal is moved to a stage on a Pipedrive pipeline
  2. Zapier finds or creates a matching customer in QuickBooks Online
  3. Zapier creates a new invoice in QuickBooks Online
  4. Zapier sends that invoice to a billing contact via QuickBooks Online

Apps involved

  • Pipedrive
  • QuickBooks Online
Create and send QuickBooks Online invoices 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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