How can I filter for specific types of invoices?

DryMerge allows you to filter invoices based on type, amount, or date. Specify your requirements, and DryMerge will handle it.

Can I specify deal stages in Pipedrive?

Yes, you can define custom stages for the deals in Pipedrive. Provide your preferred stages, and DryMerge will configure the automation.

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

This automation is ideal for sales teams and account managers who need to align invoicing data with sales tracking for better pipeline management.

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Pipedrive + QuickBooks

Sync QuickBooks Invoices to Pipedrive as Deals

Create and update deals in Pipedrive based on new invoices generated in QuickBooks. This helps keep track of sales activities from invoicing to closure.

New Invoice

Triggers when a new invoice is created in QuickBooks.

Create/Update Deal

Creates or updates a deal in Pipedrive based on the invoice.

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

or pick a common variation below

Sync QuickBooks Invoices with Pipedrive Deal Values

Pipedrive + QuickBooks

Generate QuickBooks Invoices from Pipedrive Deals

Pipedrive + QuickBooks

Log QuickBooks Expenses into Pipedrive Deals

Pipedrive + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync QuickBooks invoices to Pipedrive as deals"

Sync QuickBooks invoices to Pipedrive as deals

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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Get Started with DryMerge

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