Pipedrive Integration with QuickBooks: How to Connect Step-by-Step

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If you use Pipedrive to manage your sales and QuickBooks for your accounting, you might be wondering — can you connect them? The answer is yes. Pipedrive integrates with QuickBooks, and this connection can save you a lot of time. No more copying data from one app to another. No more switching between platforms to manage sales and invoices. With integration, you can sync customer data, create invoices, and track payments all in one workflow.

In this simple guide, we will explain everything you need to know about Pipedrive and QuickBooks integration using plain English and easy steps that anyone can follow.

What Is Pipedrive

Pipedrive is a Customer Relationship Management (CRM) tool. It helps you keep track of sales leads, conversations, emails, and follow-ups. Many businesses use it to grow their sales and manage relationships with customers.

With Pipedrive, you can

Track deals
Set reminders
Send emails
See sales reports
Connect with other apps like QuickBooks

What Is QuickBooks

QuickBooks is a popular accounting software made by Intuit. It helps small and medium businesses manage their finances. With QuickBooks, you can

Create invoices
Track income and expenses
Manage payroll
File taxes
Sync bank accounts

QuickBooks also connects with apps like Pipedrive, PayPal, and Outlook to make your life easier.

Does Pipedrive Integrate with QuickBooks

Yes, Pipedrive integrates with QuickBooks. You can connect them directly through third-party tools or plugins. Once connected, you can:

Sync contact data
Create QuickBooks invoices directly from Pipedrive
View payment status inside your Pipedrive deals
Track financial data linked to your sales pipeline

This saves you time and reduces errors. You do not need to enter the same customer information in both systems.

Why Integrate Pipedrive with QuickBooks

Let us look at why this integration is useful for your business.

1. Avoid Double Data Entry

When you enter a new contact or deal in Pipedrive, it can be automatically added to QuickBooks. This means you do not have to type the same data twice.

2. Create Invoices Faster

Once a deal is marked as “won” in Pipedrive, you can generate a QuickBooks invoice directly. It saves time and reduces delays.

3. Track Payments with Ease

You can see invoice and payment status from QuickBooks inside your Pipedrive dashboard. No need to log in separately.

4. Better Workflow

Sales and accounting teams can work together more smoothly. Sales teams stay in Pipedrive. Finance teams use QuickBooks. And both can share accurate information.

5. Fewer Errors

Manual typing often leads to mistakes. With integration, the data syncs correctly and updates automatically.

How to Connect Pipedrive with QuickBooks

You can connect Pipedrive and QuickBooks using third-party tools. The most common ones include:

Zapier
Integromat (now Make)
Automate.io (if available)
Direct integration tools from the Pipedrive Marketplace

Here is a step-by-step guide using Zapier, which is one of the easiest and most popular tools.

Step 1: Sign Up for Zapier

Go to zapier dot com and create an account. It is free to start.

Step 2: Connect Pipedrive to Zapier

Once logged in to Zapier:

Click on Create Zap
Choose Pipedrive as the trigger app
Select a trigger such as “Deal Won”
Log in to your Pipedrive account and give permission

Step 3: Connect QuickBooks to Zapier

In the same Zap, choose QuickBooks Online as the action app
Select an action like “Create Invoice”
Log in to your QuickBooks account
Allow access and test the connection

Step 4: Map the Fields

You will now match the fields from Pipedrive to QuickBooks. For example:

Pipedrive Contact Name → QuickBooks Customer Name
Deal Value → Invoice Amount
Email → Customer Email

This ensures the right data goes to the right place.

Step 5: Test the Integration

Create a test deal in Pipedrive. Mark it as won. Check if an invoice is created in QuickBooks automatically. If yes, your setup is successful.

Step 6: Turn on Your Zap

Click “Turn On Zap.” Your automation is now live. You can create more Zaps to automate different tasks between the two platforms.

What Can You Do with Pipedrive and QuickBooks Integration

Once connected, here are some tasks you can automate:

Automatically create invoices when deals are won
Add new Pipedrive contacts to QuickBooks as customers
Send payment reminders
Update deal stages based on invoice status
Sync notes or labels to track payments

This helps you run your business with less manual work and more focus on sales.

Does Pipedrive Integrate with Outlook

Yes, Pipedrive integrates with Outlook. You can sync your Outlook email and calendar with Pipedrive. This helps you:

Send and receive emails inside Pipedrive
Schedule meetings and reminders
Keep all communication in one place

You can connect Outlook directly from your Pipedrive settings. No coding needed.

Does QuickBooks Integrate with PayPal

Yes, QuickBooks integrates with PayPal. When you connect PayPal to QuickBooks, you can:

Import PayPal sales and fees
Track PayPal payments automatically
Match PayPal transactions with your bank records
Create reports for all PayPal activity

You can sync PayPal with QuickBooks from your QuickBooks account or by using apps from the QuickBooks App Store.

Can You Sync PayPal with QuickBooks and Pipedrive

Yes. With the help of integration tools, you can connect Pipedrive, QuickBooks, and PayPal together. For example:

When a deal is won in Pipedrive, create an invoice in QuickBooks
Send the invoice through PayPal
Track payment status across all platforms

This three-way connection makes your workflow smoother and keeps your records up to date.

What is Live Chat Integration in Pipedrive

Pipedrive offers live chat integration to help you connect with website visitors in real-time. You can use tools like:

Pipedrive’s own Chatbot
LiveChat
Intercom
Tawk dot to

These chat tools help you:

Talk to leads instantly
Capture new contacts
Add chats as deals in your Pipedrive pipeline

Live chat integration improves your sales conversion and response time.

Tips to Make the Most of Pipedrive and QuickBooks Integration

Here are some extra tips to help you use this integration well

Keep Your Data Clean

Make sure your contacts and deal information in Pipedrive are correct. This will help you avoid errors in QuickBooks.

Test Your Zaps or Connections

Always test your integration before going live. This helps you find and fix any issues early.

Use Labels or Notes

Use tags or notes in Pipedrive to track which deals are paid, pending, or need follow-up.

Keep Both Apps Updated

Make sure you use the latest version of both Pipedrive and QuickBooks. Updates often include better features and fixes.

Final Thoughts

Pipedrive and QuickBooks are both powerful tools. When you connect them, you can save time, reduce errors, and grow your business more smoothly. The integration helps your sales and finance teams work together without confusion.

You can use tools like Zapier to connect them without writing any code. You can also explore the Pipedrive Marketplace or QuickBooks App Store for other options.

Whether you are a small business owner or part of a growing team, connecting Pipedrive with QuickBooks is a smart move.