QuickBooks › Sales CRM App

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

Intuit QuickBooks is the #1 accounting solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. 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.

Pipeliner to QuickBooks Integration Options

• Connect apps together to help automate tedious tasks between two apps with TriggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., Searches, and Actions.
• Moved Opportunity, New Feed Message, New LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., New Opportunity, New Appointment, New Contact, New Activity, New AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., 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.