Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on "Profile" button in the top header
2. Then click on "Tools and apps" option in the dropdown menu
3. Next click on "Invoicing" item in the left sidebar
4. Click on "Install" button on the QuickBooks app card
5. Click on "Allow and continue" button in the permissions dialog
6. Click on "Install" button to proceed
7. Enter email in the "Email or user ID" field
8. Finally click on "Sign in" button on the login form
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Why should you use this feature?
Pipedrive is a powerful sales management tool designed to streamline your sales process.
Connecting your QuickBooks account to Pipedrive is a game-changer for your business operations. This integration allows seamless synchronization of financial data, ensuring you always have up-to-date information at your fingertips.
By bridging CRM with accounting, you gain a clear view of your financial health, making it easier to manage invoicing and cash flow. This connection empowers more informed decision-making and enhances efficiency, benefiting your business growth.
Last update
December 15, 2025
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