How to Connect Pipedrive to QuickBooks for Invoice Generation with Zapier

Quick summary

This demo shows how to connect Pipedrive to QuickBooks Online using a Zapier automation that automatically creates an invoice every time a new deal is added in Pipedrive. Setting up this Zap eliminates manual data entry between your CRM and accounting software, keeping your billing workflow fast and error-free.

Steps

1. From your Zapier dashboard, select Zap to start building a new automation.
2. Click on the Trigger field to begin selecting your trigger event.
3. Search and select Pipedrive as your trigger app.
4. Select New Deal as the trigger event.
5. Connect your Pipedrive account to authorize Zapier access.
6. Click Test trigger to verify the Pipedrive connection returns sample data.
7. Search and select QuickBooks Online as the action app.
8. Select Create Invoice as the action event.
9. Connect your QuickBooks account to authorize the action step.
10. Configure the action details and click Continue to map Pipedrive fields to QuickBooks invoice fields.
11. Click Test step to confirm the invoice is created successfully in QuickBooks.
12. Once the test passes, click Publish to activate your Zap.