Pipedrive
When this happens...
PipedriveNew Deal
do these tasks!
QuickBooks OnlineCreate Invoice
PipedriveCreate Deal
QuickBooks OnlineSend Invoice

Automate your entire invoicing process with this Zap! When a new deal comes through Pipedrive, Zapier will find or create a person in Quickbooks, build an invoice, update the deal in Pipedrive, and send the invoice to the client. Every bit of that happens automatically so you don't have to spend any time on invoicing!

How this multi-step Zap works:

  1. A new deal arrives in Pipedrive
  2. Zapier finds or creates a matching person in Quickbooks
  3. Zapier creates an invoice in Quickbooks
  4. Zapier updates the deal in Pipedrive
  5. Zapier sends the invoice through Quickbooks

Apps involved

  • Pipedrive
  • Quickbooks
  • Quickbooks
  • Pipedrive
  • Quickbooks
Premium
QuickBooks Online is a Premium integration on Zapier.

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Free

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Pipedrive + QuickBooks Online and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Deal

Triggers when a new deal is created.

Create Person

Creates a new person.

Updated Deal

Triggers when an existing deal is updated.

Create Deal

Creates a new deal.

New Activity

Triggers when a new activity is created.

Create Activity

Creates a new activity.

New Payment

Triggered when a payment is received (with line item support).

Create Customer

Adds a new customer.

New Vendor

Triggered when a new vendor is added.

Create Sales Receipt

Adds a new sales receipt (with line item support).

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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 is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

See QuickBooks Online Integrations