Pipeliner Cloud + QuickBooks Online

Add new Pipeliner accounts to QuickBooks Online as customers

Easily keep your customer information up-to-date between Pipeliner and QuickBooks Online with this seamless integration. Whenever you add a new account in Pipeliner, it will automatically create a customer in QuickBooks Online.

Easily keep your customer information up-to-date between Pipeliner and QuickBooks Online with this seamless integration. Whenever you add a new account in Pipeliner, it will automatically create a customer in QuickBooks Online.

  1. When this happens...
    Pipeliner CloudPipeliner Cloud
    New Account

    Triggers when a new Account is created.

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Owner

    • Select Sales Unit

    Trigger
    Instant
    Try It
    • Select Owner

    • Select Sales Unit

    Trigger
    Instant
    Try It
    • Select Sales Unit

    • Select Owner

    Trigger
    Instant
    Try It
  • Pipeliner Cloud triggers, actions, and search

    New Product

    Triggers when a new Product is created.

    Trigger
    Instant
    Try It
    • Activity Type

    • Select Owner

    • Select Sales Unit

    Trigger
    Instant
    Try It
    • Entity NameRequired

    • Select Owner

    • Select Sales Unit

    Trigger
    Instant
    Try It
    • Select Sales Unit

    • Select Owner

    • Select Pipeline

    • Select Step

    Trigger
    Instant
    Try It
    • Activity Type

    • Select Owner

    • Select Sales Unit

    Trigger
    Instant
    Try It
pipeliner-cloud logo
pipeliner-cloud logo

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
quickbooks logo
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.
Learn more

Related categories

  • Accounting

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