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Zapier makes it easy to integrate Pipedrive with QuickBooks Online - no code necessary. See how you can get setup in minutes.
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Pipedrive
Pipedrive
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
Pipedrive
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Pipedrive and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Vendor
Required
Terms
Transaction Date
Due_date
Bill Number
Department
Global_tax_calculation
Product/Service
Description
Qty
Rate
Amount
Required
Billable?
Customer
Line_class
Tax_code
AP Account
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Primary Email Address
Given Name
Required
Family Name
Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full Name
Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payee_type
Required
Payment_type
Required
Bank/Credit Account
Required
Payment Date
Payment_method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
Tax_code
Total_tax
Tax_calculation
Department
Location
Currency
Exchange Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Journal Date
Journal_number
Auto Generate Journal Entry Number
Account
Required
Debit_amount
Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Account
Required
Credit_amount
Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange_rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount
Required
Service_date
Line_description
Product/Service
Line Item Quantity
Line Item Unit Price
Line_item_tax_code
Line_item_class
Transaction Date
Total_discount
Payment_method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Currency
Exchange_rate
Class
Tax_code
Total_tax
Tax_calculation
Shipping_tax
Shipping Cost
Department
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Vendor
Required
Purchase Order Status
Mailing_address
Shipping_address
Purchase Order Date
Ship Via
Purchase Order Number
PO Email
Account
Description
Amount
Customer
Class
Product/Service
Required
Description
Quantity
Required
Rate
Amount
Required
Customer
Class
Your Message to Vendor
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales_receipt
Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bill ID
Required
Vendor
AP Account
Transaction Date
Due Date
Line ID
Amount
Description
Account
Customer
Class
Tax Code
Billable Status
Currency
Exchange Rate
Private Note
Global Tax Calculation
Total Amount
Sales Terms
Department
Document Number
Include in Annual TPAR
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate ID
Required
Customer
Transaction Date
Shipping Date
Detail Type
Amount
Description
Item
Unit Price
Quantity
Tax Code
Discount Percent
Print Status
Email Status
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Class
Sales Terms
Shipping Method
Tracking Number
Document Number
Accepted By
Accepted Date
Exchange Rate
Department
Apply Tax After Discount
Private Note
Customer Memo
Expiration Date
Transaction Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item
Required
Name
Type
SKU
Sales Tax Included
Sales Tax Code
Class
Source
Purchase Tax Included
Description
Sub Item
Taxable
Purchase Description
Active
Purchase Cost
Unit Price
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales Receipt ID
Required
Customer
Transaction Date
Shipping Date
Info
Detail Type
Amount
Description
Item
Unit Price
Quantity
Discount Percent
Total Amount
Print Status
Email Status
Payment Reference Number
Deposit To Account
Payment Method
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Tracking Number
Class
Department
Private Note
Customer Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full Name
Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Bill Payment ID
Document Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
WHERE Clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Product Name
SKU
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Purchase Order ID
Document Number
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Invoice Number
Invoice ID
Invoice Date
Due Date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
ID
Display Name
Primary Email Address
Given Name
Required
Family Name
Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Product Name
Required
SKU
Type
Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
Category
Is Taxable?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Pipedrive and QuickBooks Online with AI agents and code
Beyond Zap workflows. Call Pipedrive and QuickBooks Online actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Pipedrive and QuickBooks Online actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Discount to Deal
Attach File(s) or Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Pipedrive and QuickBooks Online
Add customer to Pipedrive when a sale is recorded
When a sales receipt is added in QuickBooks Online, Zapier automatically creates a new customer in Pipedrive. This ensures your CRM reflects your newest customers, streamlining your sales tracking and preventing manual data entry.
Sync customer purchases to Pipedrive for marketing insights
When a new purchase is logged in QuickBooks Online, Zapier creates or updates the associated deal in Pipedrive. This gives the marketing team a clear view of customer purchases, enabling better targeted campaigns based on up-to-date buyer behavior.
When a new deal is created in Pipedrive, Zapier generates a corresponding invoice in QuickBooks Online. This integration streamlines the post-sale process, saving time and reducing errors in financial documentation.
Learn how to automate Pipedrive on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Make work flow with AI
Level up your Pipedrive to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Pipedrive + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and QuickBooks Online
How do I set up an integration between Pipedrive and QuickBooks Online?
To set up the integration, you'll start by signing in to both your Pipedrive and QuickBooks Online accounts. We guide you through selecting a trigger from Pipedrive, such as 'New Deal' or 'Updated Contact,' and then choosing an action in QuickBooks Online, like 'Create Invoice' or 'Add Customer.' Our platform makes it seamless by offering predefined templates to simplify this setup.
What triggers in Pipedrive can initiate actions in QuickBooks Online?
Triggers from Pipedrive that can initiate actions in QuickBooks Online include 'New Person,' 'Updated Deal,' and 'Won Deal.' Each of these allows you to automate corresponding actions, like creating an invoice or updating a customer profile without manual input.
Can I customize the fields transferred between Pipedrive and QuickBooks?
Yes, our integration lets you map fields between Pipedrive and QuickBooks. You can choose which specific data points are transferred during each trigger-action workflow, ensuring all necessary information is captured accurately.
Does this integration allow creating invoices automatically based on new deals?
Absolutely! When a deal is marked as won in Pipedrive, our system can automatically trigger the creation of an invoice in QuickBooks. This helps in streamlining your sales process by reducing the time spent on manual data entry.
How does data synchronization work between these two platforms?
Data synchronization happens through real-time triggers and actions. For example, when a new contact is added in Pipedrive, it instantly creates or updates a customer profile in QuickBooks Online. This ensures that both systems are always up to date with consistent information.
Are there any limitations on the types of data that can be integrated?
While most data types like contacts, deals, invoices, and notes are integrable, some custom fields might require additional configuration. We recommend reviewing our documentation for details on specific field limitations to ensure smooth integration.
What should I do if my integration stops working suddenly?
If your integration ceases functioning unexpectedly, first verify your connection credentials for both Pipedrive and QuickBooks. Ensuring that API permissions haven't changed is vital. Our support team is also available to help diagnose any issues quickly so you maintain operational continuity.
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.
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.
