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Create new QuickBooks Online Customer from Pipedrive Organization

This integration selects new Pipedrive organizations and imports them to QuickBooks Online as customers.

Note: It does not import pre-existing Pipedrive organizations to QuickBooks Online customers.

How to Set Up

  1. Select or create connections: Pipedrive connection for Source and QuickBooks Online connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create QuickBooks Online customers from specific new Pipedrive organizations, configure filters in the task editor.