QuickBooks Commerce
Pipedrive
zapier

An automated workflow using zapier

Connects QuickBooks Commerce + Pipedrive

Add new QuickBooks Commerce sales orders to Pipedrive as deals

About this workflow template

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.

Categories

QuickBooks Commerce and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Add new QuickBooks Commerce sales orders to Pipedrive as deals
Workflow diagram: QuickBooks Commerce + Pipedrive integration

How it works?

When this trigger fires in QuickBooks Commerce

QuickBooks Commerce

New Order in QuickBooks Commerce

Triggers when a new order is created.

Then this action happens in Pipedrive

Pipedrive

Create Deal in Pipedrive

Creates a new deal.

How to set up this workflow

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

Configure Applications

First, we need to connect QuickBooks Commerce and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect QuickBooks Commerce to Zapier.

    Connect QuickBooks Commerce to Zapier.

    Give Zapier access to your QuickBooks Commerce account, using QuickBooks Commerce credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Part II

Build an integration workflow

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

    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

    Then set up an Action for Pipedrive

    Choose this action: Create Deal (Creates a new deal.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

    zapierautomateiopabbly-connectpipedreamiftttalbato
    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    zapieralbato
    triggerbyzapieralbato
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • QuickBooks Commerce

    Create order

    Creates a new sales order.

    zapierintegrately
    actionbyzapierintegrately
  • QuickBooks Commerce

    Create company

    Creates a new company.

    zapierintegrately
    actionbyzapierintegrately
  • QuickBooks Commerce

    Find a company

    Search for a Company by name, code or email.

    zapier
    actionbyzapier
  • QuickBooks Commerce

    Create address

    Creates a new address.

    zapierintegrately
    actionbyzapierintegrately
  • QuickBooks Commerce

    Create contact

    Creates a new contact.

    zapierintegrately
    actionbyzapierintegrately
  • QuickBooks Commerce

    Find an address for a company

    Search for an Address within a company.

    zapier
    actionbyzapier

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