How to Integrate Pipedrive with QuickBooks?

18 July 2024
QuickBooks
Written by Editorial Team

Pipedrive is a sales CRM and pipeline management software that helps businesses effectively manage their sales pipelines, track leads, and deals, and collaborate seamlessly across teams. It allows businesses to create the stages of their sales funnel using existing templates and incorporate their deals into the system or import them automatically from spreadsheets or other CRM platforms. Additionally, it offers customizable reports that allow them to track the number of new deals, and recurring revenue and add custom metrics relevant to their business, empowering them to make data-driven decisions and prioritize their efforts for maximum results. In this article, we will explain how to integrate Pipedrive with QuickBooks.

What Are the Advantages of Integrating Pipedrive with QuickBooks?

These are some of the benefits of integrating Pipedrive with QuickBooks.

Allows users to send invoices and link products with QuickBooks.
Enables users to automate various processes from scheduling sales calls to email marketing.
Allows users to filter, categorize, segment, and sort leads to create targeted lists for their personalized communications.
Enables users to capture lead data from diverse sources, evaluate lead quality through scoring systems, and match new leads with suitable sales representatives.

How to Integrate Pipedrive with QuickBooks?

Follow the given steps to integrate Pipedrive with QuickBooks Online.

Log into your Pipedrive account.
Navigate to Tools and Apps > Invoicing.
Select “QuickBooks.” You will be redirected to Pipedrive Marketplace.
Log into your QuickBooks Online account using your credentials.
Once logged in, you will be directed to Pipedrive settings.
Configure “Invoicing Preferences” according to your business requirements.
Click on the “Save” button.

Apps4Rent Can Help with Pipedrive and QuickBooks Integration

The integration between Pipedrive and QuickBooks automates the data transfer between the two solutions and provides businesses with a comprehensive view of their sales and financial data, allowing for better tracking of revenue, sales performance, and financial metrics.

As an Intuit Authorized Hosting Provider, Apps4Rent provides QuickBooks cloud hosting services from top-tier SSAE 16 datacenters in New York and New Jersey and can help in configuring and integrating Pipedrive with QuickBooks hassle-free. Reach out to our QuickBooks specialists available 24/7/365 over the phone, chat, and email for assistance.