How can I filter for specific types of customers?

DryMerge allows you to filter customers based on attributes like customer type, size, or industry. Specify your criteria, and DryMerge will handle the filtering.

Can I add additional information to the contacts in Pipedrive?

Yes, you can customize the details added to Pipedrive contacts. Provide the specifics of the additional information, and DryMerge will include it in the automation.

Which people use this automation? What do they use it for?

This automation is favored by sales teams and business development managers who need to keep track of their growing customer base and ensure timely follow-ups.

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Pipedrive + QuickBooks

Add Pipedrive Contacts from QuickBooks Customers

Keep your sales CRM updated by adding a new contact in Pipedrive whenever a new customer is created in QuickBooks. This automation ensures that your sales team has access to the latest customer information, streamlining outreach and relationship management.

New Customer Added

Triggers when a new customer is added in QuickBooks.

Create Pipedrive Contact

Adds the customer's details as a new contact in Pipedrive.

See more Pipedrive to QuickBooks integrations or use AI to customize your automation.

or pick a common variation below

Add New Pipedrive Leads from QuickBooks Customer Payments

Pipedrive + QuickBooks

Create Pipedrive Notes from QuickBooks Invoice Comments

Pipedrive + QuickBooks

Log Pipedrive Activities from QuickBooks Payment Reminders

Pipedrive + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Pipedrive contacts from QuickBooks customers"

Add Pipedrive contacts from QuickBooks customers

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Pipedrive + QuickBooks.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.

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Spreadsheets

Get Started with DryMerge

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