How to Connect Pipedrive to QuickBooks for Invoice Generation with Zapier
To connect Pipedrive to QuickBooks for invoice generation using Zapier, follow these steps:
- From your 'Zapier' dashboard, select 'Zap'.
- Click on the 'Trigger' field to select the event.
- Search and select 'Pipedrive' as your trigger app.
- Select 'New Deal' as the trigger event.
- Connect your Pipedrive account.
- Click 'Test trigger'.
- Search and select 'QuickBooks Online' as the action app.
- Select 'Create Invoice' as the action event.
- Connect your QuickBooks account.
- Configure the action details and click 'Continue'.
- Click 'Test step'.
- Once the test is successful, click 'Publish'.
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it