Integrate Pipedrive with QuickBooks

Send information between Pipedrive and QuickBooks automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Pipedrive and QuickBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

Pipeline stage created

Triggers when a new pipeline stage is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal created

Triggers when a new deal is created

Pipeline created

Triggers when a new pipeline is created

Invoice created

Triggers when a new invoice is created

Customer updated

Triggers when any detail of an existing customer is updated

Payment received

Triggers when a payment is received

Estimate updated

Triggers when an estimate is updated

Invoice updated

Triggers when the details of an existing invoice are updated

Account created

Triggers when a new account is created

Purchase order created

Triggers when a new purchase order is created

Account updated

Triggers when an account is updated

Credit memo created

Triggers when a credit memo is created

Inventory item created

Triggers when an inventory item is created

Deposit added

Triggers when a new deposit is added

Vendor updated

Triggers when the details of an existing vendor are updated

Credit memo updated

Triggers when the details of an existing credit memo are updated

Estimate created

Triggers when a new estimate is created

Sales receipt created

Triggers when a new sales receipt is created

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Service item updated

Triggers when any detail of an existing service item is updated

Bill created

Triggers when a bill is created

Non-inventory item updated

Triggers when any detail of an existing non-inventory item is updated

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

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create organization

Creates a new organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Create activity

Creates a new activity

Update product

Updates the details of an existing product

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch activity

Fetches the details of the user activities

Fetch product by name

Fetches the details of an existing product by name

Fetch user by name

Fetches the details of an existing user by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by name

Fetches the details of an existing person record by name

Create credit memo

Creates a new credit memo

Create inventory item

Creates a new inventory item

Create estimate

Creates a new estimate

Create transfer

Creates a new transfer

Create deposit

Creates a new deposit

Create service item

Creates a new service item

Create bill - Item based

Creates a new item-based bill

Create invoice

Creates a new invoice

Create sales receipt

Creates a new sales receipt

Create bill - Account based

Creates a new account-based bill

Create vendor

Creates a new vendor

Create payment record

Creates a new payment record

Create account

Creates a new account

Create customer

Creates a new customer

Create non-inventory item

Creates a new non-inventory item

Update customer

Updates the details of an existing customer

Update estimate

Updates the estimate by ID

Update item status

Updates the status of the specified item

Update invoice

Updates the details of an invoice by ID

Update account

Updates the details of an existing account using account ID

Fetch account

Fetches an account by name

Send estimate

Sends an existing estimate

Fetch customer type

Fetches the details of a customer type by its name

Fetch invoice

Fetches the details of an existing invoice by number

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch location

Fetches the details of an existing location by name

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch payment method

Fetches a payment method based on its name

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch item by SKU

Fetches the details of an existing item using SKU

Send invoice

Sends an invoice to the specified email address

Fetch sales term

Fetches the details of a sales term based on its name

Fetch category

Fetches the details of an existing category by name

Fetch item

Fetches the details of an existing item by name

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.

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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