Consolidate Accounting & Sales with QuickBooks/Pipeliner CRM

Sync up your QuickBooks accounting system with Pipeliner CRM, and align Accounting and Sales!

About QuickBooks

Intuit QuickBooks is the #1 accounting solution for small business. By using QuickBooks, you can track sales and expenses, accept payments, stay on top of taxes, and even run payroll.

By combining QuickBooks with Pipeliner CRM integration (built by Zapier), your sales team benefits from complete information — up to date — including Invoices, Contacts, Accounts and more.

Key Features

Pipeliner to QuickBooks Integration Options

  • Connect apps together to help automate tedious tasks between two apps with Triggers, Searches, and Actions.
  • Moved Opportunity, New Feed Message, New Lead, New Opportunity, New Appointment, New Contact, New Activity, New Account, New Invoice
  • Update Opportunity, Create Account, Create Contact, Create Opportunity, Create Feed Message, Create Lead, Update Account, Update Contact, Create Appointment, Update Lead, Create Activity
  • Integrate your contacts two-way and in real time. Every time you add or update a contact in Pipeliner, it is automatically synced with QuickBooks, and vice versa.

Want to win time by managing just one application? It is super easy to get started.

Intuit QuickBooks CRM integration
Pipeliner Automation Hub

Automation Hub

This is a direct integration, developed as part of Pipeliner CRM application.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.