20 November 2025

Does Pipedrive Integrate with QuickBooks? Explained

Pipedrive and QuickBooks are powerful tools used by businesses to manage sales pipelines and financial operations respectively. As companies increasingly depend on seamless data flow between applications, the need for integration between CRM and accounting software becomes crucial.

TLDR (Too long, didn’t read)

Yes, Pipedrive integrates with QuickBooks, allowing businesses to streamline their workflow and connect CRM and accounting functions. This integration can be achieved using built-in extensions, third-party apps like Zapier or Integromat, or through custom APIs. Benefits include synchronized invoices, better visibility into client transactions, and more efficient sales-to-billing processes. However, it’s important to carefully assess your company’s specific needs to choose the best method for integration.

Understanding Pipedrive and QuickBooks

Pipedrive is a sales-focused CRM designed to help sales teams track interactions, manage leads, and optimize their pipelines. It’s intuitive, visual, and focused on actions that move sales forward. On the other hand, QuickBooks is accounting software developed by Intuit, used by small to medium businesses for bookkeeping, invoicing, expense tracking, and running financial reports.

Integrating these two tools means that a business can unify its sales and financial data, keeping everything updated and reducing time spent on manual data entry.

Does Pipedrive Natively Support QuickBooks Integration?

Pipedrive does not feature a built-in, native QuickBooks integration as part of its core platform. However, users can integrate the two using the Pipedrive Marketplace, which offers various apps and connectors. Additionally, integration via third-party platforms is a robust and popular solution.

Methods to Integrate Pipedrive with QuickBooks

There are several approaches businesses can use to connect Pipedrive with QuickBooks:

1. Using Third-Party Integration Platforms

Platforms like Zapier, Make (formerly Integromat), and Automate.io allow users to build automated workflows between the two tools.

• Zapier: Supports triggers and actions, like “Create Invoice in QuickBooks when a deal is won in Pipedrive.”
• Make: Offers more complex and visual automation with multi-step logic and conditional paths.
• Automate.io: Easy for setting up simple integrations without coding.

2. Using Dedicated Integration Apps

Certain applications available on the Pipedrive Marketplace or QuickBooks App Store are designed specifically to bridge the gap between CRM and accounting software:

• CloudExtend: Helps streamline invoice creation directly from CRM data.
• OneSaas (by Intuit): Offers compatibility with both platforms and automates processes like customer sync, product sync, and invoice sync.

These apps usually provide customizable parameters, giving businesses some degree of flexibility without needing to write code.

3. Custom API Integration

For those with technical resources, using the public APIs provided by both Pipedrive and QuickBooks can offer a more tailored solution:

• Pipedrive API: Enables access to deals, contacts, products, and custom fields.
• QuickBooks Online API: Allows manipulation of invoices, customers, and transactions.

This option is ideal for businesses with unique requirements that aren’t supported by existing platforms.

Key Features You Can Enable Through Integration

Depending on the method you choose and how extensively you integrate the two systems, you can automate and enhance several processes:

• Invoice Synchronization: Automatically generate QuickBooks invoices when a deal is marked as “won” in Pipedrive.
• Customer Data Sync: Keep contact information up to date in both platforms.
• Revenue Forecasting: Match sales pipeline stages with incoming revenue for more accurate forecasts.
• Payment Updates: Notify sales teams when invoices are paid to maintain customer relationship insights.

Benefits of Integrating Pipedrive with QuickBooks

Integrating CRM and accounting software ensures that sales and finance teams are aligned. Here are some of the major benefits:

• Reduced Manual Entry: Automates repetitive tasks, reducing human error and saving time.
• Real-Time Updates: Provides instant visibility into financial status from within your CRM dashboard.
• Improved Cash Flow Insights: Sales reps can understand the billing status of their clients, allowing for better relationship management.
• Data Consistency: Eliminates duplication and ensures both systems operate with the same information.

Considerations Before You Integrate

While integration offers many advantages, there are a few considerations you should keep in mind:

• Cost: Some third-party integrations require a subscription plan, possibly adding to overhead.
• Complexity: Custom integrations may take time and technical resources to set up correctly.
• Permissions: Ensure the appropriate data access rights are in place, particularly concerning financial data.
• Scalability: Choose an integration approach that can grow with your business needs.

How to Set Up Integration Using Zapier (Example)

Here’s a simple workflow to demonstrate how you can integrate Pipedrive and QuickBooks using Zapier:

1. Create a Zapier account and connect both your Pipedrive and QuickBooks accounts.
2. Set a trigger in Pipedrive — for example: “When a deal is marked as won.”
3. Select an action in QuickBooks — for example: “Create invoice.”
4. Map the necessary fields like customer name, deal value, product details, and tax information.
5. Test your Zap and enable it.

This simple automation will instantly improve your sales-to-billing process by removing the need for double data entry.

Use Cases and Real-World Applications

Here are a few scenarios in which a Pipedrive-QuickBooks integration could be especially helpful:

• Agencies: Automatically invoice clients once a contract is signed.
• Freelancers: Send invoices without switching between platforms.
• Sales Teams: Monitor payment statuses directly in Pipedrive to better tailor follow-ups.
• Finance Departments: Reduce reconciliation errors and streamline month-end closing procedures.

Conclusion

While Pipedrive may not offer native QuickBooks integration right out of the box, multiple options exist to connect them effectively. Whether through third-party platforms, dedicated apps, or custom development, businesses of all types can benefit from an integrated CRM and accounting experience. As with any integration, proper planning, testing, and monitoring are crucial to success. The end result is a better-aligned team, improved efficiency, and happier clients.

FAQ

Can I use Pipedrive and QuickBooks together?

Yes, they can be used together through third-party integration tools or custom APIs.

Is the integration free?

Some platforms like Zapier offer free tiers, but advanced features often require a paid plan.

Can I generate QuickBooks invoices directly from Pipedrive?

Yes, with the right integration setup, you can automatically generate invoices when deals are marked as won.

Do I need to be a developer to integrate these systems?

No. Tools like Zapier and Integromat offer no-code interfaces. However, for more customized solutions, developer help may be needed.

Is the data transferred in real-time?

With most automation tools, data is synced almost instantaneously, though some may have brief delays.