Pipedrive + QuickBooks Connector PlannedFrom sales to accounts, with less manual work.
Keep your CRM and accounting workflows better aligned, helping your team spend less time copying customer and transaction information between systems.
Availability
This connector is planned and has not been built yet. Its scope will be decided with input from the businesses and advisers who register interest, and published here before any sale.
- Status
- Planned
- Pricing
- Pricing to be announced.
- Categories
- CRM, Accounting
About this planned connector
The problem we want to solve
When a deal is won in Pipedrive, someone usually has to set up the customer and raise the invoice again in QuickBooks — and then check back to see whether it has been paid. That rekeying is slow and is where missing and duplicate records creep in.
What we are investigating
Connecting contacts, organisations, deals and products with QuickBooks customers, items, invoices and payment status — and which of those should move in each direction. Nothing is promised until it has been built and tested.
How you can help
Tell us which QuickBooks edition and country you use, what your team rekeys today, and how you handle duplicates. Early conversations shape what we build first.
What synchronises?
Nothing yet — this connector has not been built. When it has, this section will list every business record it handles, in which direction, how often, and with what limits.
Setup
Who usually installs it: To be confirmed when the connector is designed.
We will publish the setup process, permissions and prerequisites once the connector is designed.
Compatibility
Requirements will be confirmed during design. These are the questions we are working through.
| Software | Requirement | Status | Notes |
|---|---|---|---|
| QuickBooks | QuickBooks Online or Desktop, and which countries | To be confirmed | — |
| Pipedrive | Plans and permissions required | To be confirmed | — |
Pricing and purchase
Pricing to be announced.
To be confirmed.
Billing period, trial and cancellation terms will be published here with the price.
Register interestData handling
- The architecture has not been decided. We will publish how data moves, where it is processed and how credentials are protected before the connector is offered to anyone.
Questions buyers ask
Something else? Ask us directly.
Is this available now?
No. It is planned, not built. Registering interest does not commit you to anything; we will contact you when there is something real to try.
Pipedrive already connects to QuickBooks. How is this different?
Pipedrive offers its own QuickBooks connection for some invoice workflows, and it may be all you need. We will only offer this connector if it does something meaningfully more useful, and we will spell out exactly what that is — compared fairly with the native option — before launch.
Which QuickBooks will it support?
Not yet decided. Tell us whether you use QuickBooks Online or Desktop, and in which country.
Help shape this connector.
Tell us how your sales and finance teams work today. Early conversations decide what we build first.