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Pipedrive CRM
QuickBooks

Connect Pipedrive CRM and QuickBooks integrations

Explore ready-made Pipedrive CRM and QuickBooks templates and start automating in minutes.

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Create a custom workflow

Transform your workflow by integrating Pipedrive CRM and QuickBooks with Make, automating customer data updates and invoice generation to increase efficiency, reduce errors, and support growth potential.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Pipedrive CRM
Trigger: New Activity Event (Deprecated)
QuickBooks
Action: Select an action
1. Select a trigger

  • Triggers when a new activity is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new deal is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new note is added, updated or deleted.

  • Triggers when a new organization is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new person is added, updated or deleted.

  • Triggers when a new product is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new activity is added or updated.

  • Triggers when a new activity is added or updated.

  • Triggers when a new deal is added or updated.

  • Triggers when a new deal is added or updated.

  • Triggers when a new email is added to Inbox.

  • Triggers when a new lead is added or updated.

  • Triggers when selected event of the selected object occurs.

  • Triggers when a new note is added or updated.

  • Triggers when a new organization is added or updated.

  • Triggers when a new organization is added or updated.

  • Triggers when a new person is added or updated.

  • Triggers when a new person is added or updated.

  • Triggers when a new product is added or updated.

  • Triggers when a new product is added or updated.

2. Select an action

  • Creates a bill.

  • Creates a credit card payment.

  • Creates a credit memo.

  • Creates a customer.

  • Creates a deposit.

  • Creates a journal entry.

  • Creates a payment.

  • Creates a purchase.

  • Creates a purchase order.

  • Creates a refund receipt.

  • Creates a sales receipt.

  • Creates a note.

  • Creates a time activity.

  • Creates a vendor.

  • Creates an account.

  • Creates an estimate.

  • Creates an invoice.

  • Creates an item.

  • Deletes a bill.

  • Deletes a credit memo.

  • Deletes a deposit.

  • Deletes a journal entry.

  • Deletes a payment.

  • Deletes a purchase.

  • Deletes a purchase order.

  • Deletes a refund receipt.

  • Deletes a sales receipt.

  • Deletes a time activity.

  • Deletes an attachment.

  • Deletes an estimate.

  • Removes an invoice.

  • Downloads a file.

  • Downloads a payment.

  • Downloads a sales receipt.

  • Downloads an estimate.

  • Downloads an invoice.

  • Returns info about a bill.

  • Returns info about a credit memo.

  • Returns info about a customer.

  • Returns info about a deposit.

  • Returns info about a journal entry.

  • Returns info about a payment.

  • Returns info about a purchase.

  • Returns details about a purchase order.

  • Returns info about a refund receipt.

  • Returns details about a sales receipt.

  • Returns info about an activity.

  • Returns info about a vendor.

  • Returns info about an account.

  • Returns info about an estimate.

  • Returns info about an invoice.

  • Returns info about an item.

  • Returns info about a company.

  • Performs an arbitrary authorized API call.

  • Sends a sales receipt.

  • Sends an estimate.

  • Sends an invoice.

  • Updates a bill.

  • Updates a credit memo.

  • Updates a customer.

  • Updates a deposit.

  • Updates a journal entry.

  • Updates a payment.

  • Updates a purchase.

  • Updates a purchase order.

  • Updates a refund receipt.

  • Updates a sales receipt.

  • Updates a time activity.

  • Updates a vendor.

  • Updates an account.

  • Updates an estimate.

  • Updates an invoice.

  • Updates an item.

  • Uploads a file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Integrate Pipedrive CRM and QuickBooks to simplify your business operations by using Make, the platform for automation. Use Pipedrive CRM as a trigger to synchronize customer data; when customer contact details are updated, this action prompts QuickBooks to automatically generate invoices, eliminating manual input. This setup improves data flow, reduces human error, and increases efficiency, allowing your team to focus on growth. Experience the transformation by utilizing Make to connect Pipedrive CRM and QuickBooks effectively.

Add a Follower
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Follower (Deprecated)
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Participant to a Deal
Adds a participant to a deal.
Action
Add a Product to a Deal
Adds a product to the deal.
Action
Add a Recurring Subscription (Deprecated)
Adds a new recurring subscription to a deal.
Action
Add an Installment Subscription (Deprecated)
Adds a new installment subscription.
Action
Add an Installment to a Deal
Adds an installment to a deal.
Action
Cancel a Recurring Subscription (Deprecated)
Cancels a recurring subscription.
Action
Create a Bill
Creates a bill.
Action
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How to set up Pipedrive CRM and QuickBooks in 5 easy steps

Date

·

Duration

Step 1

Find your Pipedrive API key

Log in to Pipedrive and navigate to your preferences to locate your API key.

Date

·

Duration

Step 2

Connect Pipedrive in Make

Within Make, add a Pipedrive module and initiate the connection process.

Date

·

Duration

Step 3

Link Pipedrive with API key

Paste the Pipedrive API key you copied earlier to establish the connection.

Date

·

Duration

Step 4

Add QuickBooks in Make

Include a QuickBooks module in your Make scenario and start creating the connection.

Date

·

Duration

Step 5

Complete QuickBooks connection

Provide your QuickBooks login details, then save to complete the connection.

Effortless integration between Pipedrive CRM and QuickBooks

Integrate Pipedrive CRM and QuickBooks to automate data sync, improve financial tracking, and streamline processes for a smooth sales-to-accounting workflow with Make.

Date

·

Duration

Data synchronization

Automatically sync customer and deal information from Pipedrive CRM to QuickBooks, ensuring consistent records across platforms.

Date

·

Duration

Improved financial tracking

Integrate Pipedrive's sales data with QuickBooks to gain clear visibility into sales performance and financial health.

Date

·

Duration

Reduced manual data entry

Eliminate repetitive data entry tasks by automating the transfer of crucial sales and invoice information between Pipedrive and QuickBooks.

Date

·

Duration

Streamlined invoicing process

Create and send invoices from QuickBooks based on Pipedrive deal stages, accelerating the billing cycle.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Pipedrive CRM and QuickBooks through Make enables data transfer and synchronization between your sales pipelines and accounting software. This means you can automatically update customer information, invoices, and payments without manual data entry, saving time and reducing errors.

Make allows you to build customizable automations that improve the functionality of Pipedrive CRM and QuickBooks. For example, you can automatically create an invoice in QuickBooks whenever a deal is marked as won in Pipedrive, ensuring your sales process is directly linked to your accounting workflow.

Users may initially find it challenging to map fields and set up automations between the two applications. However, Make provides an intuitive drag-and-drop interface and numerous templates to simplify the integration process. Additionally, Make's support community and documentation can help troubleshoot common issues.

Yes, Make allows utilizing specific features like Pipedrive's customizable pipeline stages and QuickBooks' robust financial reporting tools. Through integration, you can create workflows that automatically trigger reports or updates based on changes in sales stages, giving you real-time insights into financial performance and sales activities.