Integrate Pipedrive with QuickBooks Online to automate your work

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QuickBooks OnlineQuickBooks Online
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Pipedrive with QuickBooks Online - no code necessary. See how you can get setup in minutes.

Select a trigger from Pipedrive

A trigger is an event that starts your Zap and runs the workflow. For example, with Pipedrive, a trigger could be "New Activity."
A trigger is the event that kicks off your automated workflow.

Setup an action from QuickBooks Online

An action is what takes place after the automation is triggered. For example, with QuickBooks Online, the action could be "Create Bill (Item Based)."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Pipedrive to QuickBooks Online

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Triggers and actions are the main components of every automated workflow.

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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.
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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.

Connect Pipedrive and QuickBooks Online to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Pipedrive and QuickBooks Online to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

  • Pipedrive triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search
    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search
    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter_id
      Required
    Trigger
    Scheduled
    Try It
    • Filter_id
      Required
    • Deal Status
    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search
    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • Filter_id
      Required
    Trigger
    Scheduled
    Try It

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate QuickBooks Online on the Zapier blog

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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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    quickbooks logo
    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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    • Accounting
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