Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Pipedrive or QuickBooks Online leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Won in Pipedrive, ready to send in QuickBooks Online
Pipedrive runs sales, QuickBooks Online keeps the books. CRM Connector keeps the people behind the deals the same as your QuickBooks customers, in both directions, and turns every won deal into a draft invoice, so the bookkeeper never retypes a sale.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, won deals into draft invoices
- Contacts
- Won deals into draft invoices
At a glance. Contacts stay the same on both sides, and won deals arrive as draft invoices. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick Pipedrive or QuickBooks Online as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Everyone, customers only or leads onlyOnly persons with a Pipedrive label you pickOnly deals won from a date you pickEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysGiven name
- Last nameBoth waysFamily name
- OrganizationWhen createdCompany name
- Primary emailBoth waysPrimary email
- Primary phoneBoth waysPrimary phone
- Postal address, or the organization'sWhen createdBilling address
- Won dealsEach works it outHas paid invoices
- LabelsOnly in PipedriveNot in QuickBooks Online
It happens in Pipedrive, then in QuickBooks Online
A new contact
Looked for in QuickBooks on the exact email. Updated when found, created only when nothing matches.
Name, email or phone changes
The same change is made to the QuickBooks customer on the next sync.
The organization or address changes later
Not carried: the company name and address reach QuickBooks when the customer is created.
- Before anything is created the other system is searched first, so nothing is created twice.
- Pick only persons with a label you choose, and only those labelled persons start travelling out of Pipedrive.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for Pipedrive and QuickBooks Online are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Pipedrive or QuickBooks Online leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Pipedrive or QuickBooks Online on its own is on its own page.
- Check tax on the draft
- Deal values are usually excluding tax, and the invoice carries the value as it is. Add tax on the draft before you send it.
FAQ
Questions about Pipedrive and QuickBooks Online?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Yes. Contacts sync in both directions, and you choose which system leads when the same person changed on both sides.
Yes, when you choose the stage rule. A deal won on or after your start date becomes a draft invoice for the same customer with one line for its value. It is never sent or paid by the sync.
Pick one billing path. Pipedrive's own QuickBooks app also invoices deals, so running both would bill each won deal twice. The same goes for a sale that is also billed from a field service system.
No. The deal is already won; payments stay in QuickBooks.
No. Before anything is created in Pipedrive or QuickBooks Online, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Pipedrive and QuickBooks Online?Start your 7 day free trial
Sign in to Pipedrive and QuickBooks Online, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.