How to integrate QuickBooks Online to Pipedrive using Appy Pie Automate?

How to integrate QuickBooks Online to Pipedrive using Appy Pie Automate?

1. Start by creating an account on Appy Pie Automate. Once logged in, click on ‘Create Connect’ to begin setting up your automation.

 

2. Select Quickbooks Online as a Trigger app.

 

3. Select New Customer as a trigger event and click Continue.

 

4. Click Add an Account to add your account to Quickbooks Online.

 

5. Sign in to your Quickbooks account or create one.

 

6. Once your account is connected, click the 'Continue' button to run a test and view the retrieved record.

 

7. A “Run Test is Successful” message will appear. Click Continue to proceed to the Action application.

 

8. Select Pipedrive as your action app.

 

9. Select Create Person as the action event and click Continue.

 

10. Click Add an Account to add your account to Pipedrive.

 

11. Once your account is connected, click the 'Continue' button.

 

12. Map all the details of the Set Up part and click Continue & Run Test.

 

13. A “Run Test is Successful” message will appear. Click Activate Connect to activate it.

 

14. Following is the use case of the above Connect. When a new customer comes to Quickbook Online, “New person” named “Test Name” is created in Pipedrive.