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How to Connect Pipedrive to QuickBooks for Invoice Generation with Zapier

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To connect Pipedrive to QuickBooks for invoice generation using Zapier, follow these steps:

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  1. From your 'Zapier' dashboard, select 'Zap'.
  2. Click on the 'Trigger' field to select the event.
  3. Search and select 'Pipedrive' as your trigger app.
  4. Select 'New Deal' as the trigger event.
  5. Connect your Pipedrive account.
  6. Click 'Test trigger'.
  7. Search and select 'QuickBooks Online' as the action app.
  8. Select 'Create Invoice' as the action event.
  9. Connect your QuickBooks account.
  10. Configure the action details and click 'Continue'.
  11. Click 'Test step'.
  12. Once the test is successful, click 'Publish'.
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