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
- Select or create connections: Pipedrive connection for Source and QuickBooks Online connection for Target.
- 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.