Integrate QuickBooks with Pipedrive
Send information between QuickBooks and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Prepare an estimate in QuickBooks for new deals created in your Pipedrive
Generate estimates instantly when a deal is created in your pipeline management tool, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in QuickBooks for a new deal created in your Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new estimate in QuickBooks.
Prepare an estimate in QuickBooks for new deals created in your Pipedrive
Pipedrive + QuickBooks
Generate an invoice in QuickBooks for newly closed deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in QuickBooks for every finalised deal in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in QuickBooks.
Generate an invoice in QuickBooks for newly closed deals in Pipedrive
Pipedrive + QuickBooks
Create a new deal in Pipedrive for every new order created in QuickBooks
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Pipedrive whenever a new order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Pipedrive.
Create a new deal in Pipedrive for every new order created in QuickBooks
QuickBooks + Pipedrive
Build your own integrations between QuickBooks and Pipedrive
Connect QuickBooks and Pipedrive with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate QuickBooks and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created
Triggers when a new account is created
Credit memo updated
Triggers when the details of an existing credit memo are updated
Estimate created
Triggers when a new estimate is created
Invoice updated
Triggers when the details of an existing invoice are updated
Account updated
Triggers when an account is updated
Sales receipt created
Triggers when a new sales receipt is created
Purchase order created
Triggers when a new purchase order is created
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Customer updated
Triggers when any detail of an existing customer is updated
Invoice created
Triggers when a new invoice is created
Estimate updated
Triggers when an estimate is updated
Payment received
Triggers when a payment is received
Service item created
Triggers when a new service item is created
Vendor created
Triggers when a new vendor is created
Customer created
Triggers when a new customer is created
Non-inventory item created
Triggers when a non-inventory item is created
Credit memo created
Triggers when a credit memo is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Inventory item created
Triggers when an inventory item is created
Service item updated
Triggers when any detail of an existing service item is updated
Bill created
Triggers when a bill is created
Deposit added
Triggers when a new deposit is added
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Vendor updated
Triggers when the details of an existing vendor are updated
Contact person updated
Triggers when the details of an existing contact person is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Lead updated
Triggers when the details of an existing lead is updated
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when the details of an existing activity is updated
Deal updated
Triggers when the details of an existing deal is updated
Activity created
Triggers when a new activity is created
Organization created
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create bill - Item based
Creates a new item-based bill
Create sales receipt
Creates a new sales receipt
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create bill - Account based
Creates a new account-based bill
Create account
Creates a new account
Create payment record
Creates a new payment record
Create transfer
Creates a new transfer
Create estimate
Creates a new estimate
Create service item
Creates a new service item
Create deposit
Creates a new deposit
Create non-inventory item
Creates a new non-inventory item
Create customer
Creates a new customer
Create inventory item
Creates a new inventory item
Create credit memo
Creates a new credit memo
Update customer
Updates the details of an existing customer
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
Update account
Updates the details of an existing account using account ID
Update invoice
Updates the details of an invoice by ID
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice
Fetches the details of an existing invoice by number
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch location
Fetches the details of an existing location by name
Fetch item by SKU
Fetches the details of an existing item using SKU
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch sales term
Fetches the details of a sales term based on its name
Send invoice
Sends an invoice to the specified email address
Send estimate
Sends an existing estimate
Fetch account
Fetches an account by name
Fetch customer type
Fetches the details of a customer type by its name
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch payment method
Fetches a payment method based on its name
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
Create organization
Creates a new organization
Create product
Creates a new product
Create activity
Creates a new activity
Update deal
Updates the details of an existing deal
Create lead
Creates a new lead
Create contact person
Creates a new contact person for the selected organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create project
Creates a new project
Create deal
Creates a new deal
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by name
Fetches the details of an existing person record by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch activity
Fetches the details of an existing user activity
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch product by name
Fetches the details of an existing product by name
Fetch person by ID
Fetches the details of an existing person record by ID
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
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What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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