Create new Pipedrive Contact from QuickBooks Online Customer
This integration selects new QuickBooks Online customers and imports them to Pipedrive as contacts.
Note: It does not import pre-existing QuickBooks Online customers to Pipedrive contacts.
How to Set Up
- Select or create connections: QuickBooks Online connection for Source and Pipedrive connection for Target.
- Specify the schedule on which the integration will run automatically.
Tips
- To create Pipedrive contacts from specific new QuickBooks Online customers, configure filters in the task editor.