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QuickBooks Online + Pipedrive Integrations

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Connect QuickBooks Online to Pipedrive
Example screenshots
Example workflows
Triggers and actions
QuickBooks Online + your other apps
Pipedrive + your other apps
Related blog posts
FAQ

QuickBooks Online + Pipedrive integrations: unlimited possibilities

QuickBooks Online > Pipedrive

Trigger

Last triggered

Expense created

Add activity to deal

Connect QuickBooks Online to Pipedrive

Overview

Connect QuickBooks Online to Pipedrive in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between QuickBooks Online, Pipedrive, and many other popular SaaS applications.

Check below for example workflows using QuickBooks Online and Pipedrive, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Built by the folks who led Gmail and Google Calendar, Relay.app is an automation tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of QuickBooks Online and Pipedrive integrations in Relay.app

Use Relay.app's QuickBooks Online integrations to trigger actions across your apps

Preview of Use any of these QuickBooks actions in your Relay.app workflows.

Preview of Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Use Relay.app's QuickBooks Online integrations to trigger actions across your apps

Use any of these QuickBooks actions in your Relay.app workflows.

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Example QuickBooks Online + Pipedrive workflows

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Automatically add activity to deal in Pipedrive for each expense created in QuickBooks Online

Try it

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Create customer automatically in QuickBooks Online for each deal stage changed in Pipedrive

Try it

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Add activity to lead automatically in Pipedrive for each expense updated in QuickBooks Online

Try it

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Automatically create vendor in QuickBooks Online for each deal closed in Pipedrive

Try it

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Get or add lead for person automatically in Pipedrive for each account created in QuickBooks Online

Try it

QuickBooks Online Triggers

Account

add

Account created

edit_square

Account updated

Bill

add

Bill created

edit_square

Bill updated

Customer

add

Customer created

edit_square

Customer updated

Estimate

add

Estimate created

edit_square

Estimate updated

Expense

add

Expense created

edit_square

Expense updated

Invoice

add

Invoice created

edit_square

Invoice updated

Sales Receipt

add

Sales Receipt created

edit_square

Sales Receipt updated

Vendor

add

Vendor created

edit_square

Vendor updated

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

Create your own QuickBooks Online + Pipedrive integration

Select a trigger in QuickBooks Online

Select an action in Pipedrive

Create your workflow

Or automate Pipedrive + QuickBooks Online

Select a trigger in Pipedrive

Select an action in QuickBooks Online

Create your workflow

Connect QuickBooks Online to your other apps

Or connect Pipedrive to your other apps

See all blog posts ➔

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FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect QuickBooks Online to Pipedrive with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in QuickBooks Online or Pipedrive to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize QuickBooks Online and Pipedrive to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting QuickBooks Online to Pipedrive?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate QuickBooks Online and Pipedrive—give it a try and let us know what you think.

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@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

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@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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QuickBooks Online + Pipedrive integrations: unlimited possibilities

Screenshots of QuickBooks Online and Pipedrive integrations in Relay.app

Example QuickBooks Online + Pipedrive workflows

Automatically add activity to deal in Pipedrive for each expense created in QuickBooks Online

Create customer automatically in QuickBooks Online for each deal stage changed in Pipedrive

Add activity to lead automatically in Pipedrive for each expense updated in QuickBooks Online

Automatically create vendor in QuickBooks Online for each deal closed in Pipedrive

Get or add lead for person automatically in Pipedrive for each account created in QuickBooks Online

Create your own QuickBooks Online + Pipedrive integration

Or automate Pipedrive + QuickBooks Online

Connect QuickBooks Online to your other apps

Or connect Pipedrive to your other apps

Related blog posts

The best form automation software in 2024

7 Pipedrive automations for effortless lead management

FAQ

What is Relay.app?

How do I connect QuickBooks Online to Pipedrive with Relay.app?

Is Relay.app a Zapier alternative for connecting QuickBooks Online to Pipedrive?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?