Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Profile" icon in the top-right corner of the header
2. Then click on "Tools and apps" option in the dropdown menu
3. Next click on "Invoicing" link in the left sidebar
4. Click on the "Install" option
5. Click the "Allow and continue" button in the permissions dialog
6. Then click the "Install" button to continue
7. Finally click the "Connect" button to complete the QuickBooks integration
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Why should you use this feature?
Pipedrive, a sales-focused CRM tool, empowers businesses to streamline and manage their sales pipeline efficiently.
Enabling QuickBooks in Pipedrive seamlessly integrates financial management with sales operations, making it easier to track invoices and payments directly within your CRM environment.
This integration simplifies financial tracking, offering a holistic view of sales and revenue, ultimately leading to more informed decision-making and improved financial health of your business.
Last update
December 15, 2025
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