QuickBooks Online
When this happens...
PipedriveDeal Matching Filter
Then do this...
QuickBooks OnlineCreate Estimate

The sooner you get those estimates in your customers' hands, the faster you can get them approved. Let this automation do the work once you're ready for it: Once active, it will trigger whenever a new deal is added to the appropriate stage on Pipedrive, sending the details to QuickBooks Online and preparing 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

Why Zapier?


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

When this happens...
then do this!
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).

New Estimate

Triggered when you add a new estimate.

Create Invoice

Adds a new invoice (with line item support).

New Customer

Triggered when you add a new customer.

Create Person

Creates a new person.

New Account

Triggered when you add a new account.

Create Deal

Creates a new deal.

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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.

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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