Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First, click on the "More" button in the left sidebar
2. Then click on the "Automatic assignment" option in the left sidebar
3. Next, click on the "Invoicing" option in the left sidebar menu under the APPS section
4. Click the "Install" button next to the QuickBooks app on the Marketplace
5. Click the "Allow and continue" button in the permissions dialog
6. Then click the "Install" button in the QuickBooks configuration dialog
7. Finally, enter your credentials and click the Sign In button on the QuickBooks login page
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Why should you use this feature?
Pipedrive is a dynamic CRM tool designed to streamline sales processes and enhance productivity.
Connecting Pipedrive to QuickBooks centralizes crucial information, helping businesses manage their finances and sales activities seamlessly.
This integration allows for automatic synchronization of invoices and client details, reducing manual data entry and minimizing the risk of errors.
By merging these platforms, businesses can enjoy improved accuracy in tracking financial data, leading to better decision-making and overall efficiency.
Last update
December 11, 2025
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