The Pipedrive QuickBooks Integration by Faye bridges the gap between your sales and finance teams. This powerful integration automates key processes, reduces manual data entry, and keeps your CRM and accounting data aligned.
By syncing QuickBooks inventory and financial data with Pipedrive, your sales team gains real-time insights within the CRM they rely on every day. With a full view of customer interactions and financial history, you’ll boost operational efficiency, streamline workflows, and elevate your customer experience.
Key Benefits
Full Team Data Sync Capability: Unlike other integrations, Faye’s solution allows all Pipedrive users to sync data with QuickBooks, enabling broader team access and collaboration across departments.
Comprehensive Invoice History: Sync and view all invoices from QuickBooks—not just those generated from Deals—under the organization record in Pipedrive, giving your team complete financial visibility.
Bi-Directional Customer Sync:Keep customer, organization, and contact details consistent across Pipedrive and QuickBooks, ensuring data accuracy in both systems.
Real-Time Inventory Insights: Provide your sales team with live QuickBooks inventory data within Pipedrive, enabling them to present accurate product information and pricing in every interaction.
Seamless Deal Conversion: Automatically convert closed-won deals in Pipedrive to estimates in QuickBooks, streamlining the transition from sales to finance.
Requirements
Active Pipedrive and QuickBooks Online accounts are necessary to use this integration. New to Pipedrive? We’llhelp you get started!
