This automation scenario allows you to connect QuickBooks Commerce and Pipedrive
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
QuickBooks Commerce and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in QuickBooks Commerce
Triggers when a new order is created.
Then this action happens in Pipedrive
Creates a new deal.
This guide contains information on how to set up an automatic workflow that allows to Add new QuickBooks Commerce sales orders to Pipedrive as deals.
Part I
First, we need to connect QuickBooks Commerce and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect QuickBooks Commerce to Zapier.
Give Zapier access to your QuickBooks Commerce account, using QuickBooks Commerce credentials.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for QuickBooks Commerce
Choose the following trigger: New Order (Triggers when a new order is created.).
Then set up an Action for Pipedrive
Choose this action: Create Deal (Creates a new deal.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between QuickBooks Commerce and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new QuickBooks Commerce sales orders to Pipedrive as deals!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
Creates a new sales order.
Creates a new company.
Search for a Company by name, code or email.
Creates a new address.
Creates a new contact.
Search for an Address within a company.
Pipedrive alternatives
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