Pipedrive + QuickFile Integration

Connect Pipedrive to QuickFile in 1 click

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1.
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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Pipedrive + QuickFile Integration

Create QuickFile client from new Pipedrive organization

If you have created a organization in Pipedrive, it's important to create a client in QuickFile. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Automations

Top 10 Most Popular Pipedrive Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Pipedrive logo
Create Pipedrive note for new WhatsApp message
Activate
Stripe logo
Pipedrive logo
Create Pipedrive note for new Stripe charge
Activate
Jira Service Desk logo
Pipedrive logo
Create Pipedrive note for new Jira Service Desk ticket
Activate
Pipedrive logo
Google Sheets logo
Create Google Sheets row for new Pipedrive deal
Activate
Pipedrive logo
SendGrid logo
Send SendGrid email for new Pipedrive deal
Activate
WhatsApp logo
Pipedrive logo
Create Pipedrive note for new WhatsApp message
Activate
Stripe logo
Pipedrive logo
Create Pipedrive note for new Stripe charge
Activate
Jira Service Desk logo
Pipedrive logo
Create Pipedrive note for new Jira Service Desk ticket
Activate
Pipedrive logo
Google Sheets logo
Create Google Sheets row for new Pipedrive deal
Activate
Pipedrive logo
SendGrid logo
Send SendGrid email for new Pipedrive deal
Activate
Calendly logo
Pipedrive logo
Create Pipedrive note for new Calendly event invitee
Activate
ClickSend SMS logo
Pipedrive logo
Create Pipedrive note for new ClickSend SMS message
Pipedrive logo
ClickSend SMS logo
Send ClickSend SMS message for new Pipedrive deal
Pipedrive logo
Chatwork logo
When Person is created in Pipedrive > Create Task in Chatwork
Pipedrive logo
MessageBird logo
Send MessageBird message for new Pipedrive deal
Calendly logo
Pipedrive logo
Create Pipedrive note for new Calendly event invitee
Activate
ClickSend SMS logo
Pipedrive logo
Create Pipedrive note for new ClickSend SMS message
Pipedrive logo
ClickSend SMS logo
Send ClickSend SMS message for new Pipedrive deal
Pipedrive logo
Chatwork logo
When Person is created in Pipedrive > Create Task in Chatwork
Pipedrive logo
MessageBird logo
Send MessageBird message for new Pipedrive deal

Top 10 Most Popular QuickFile Automations from
Integrately Community

Most popularmost-popular-automations
01
Shopify logo
QuickFile logo
Create QuickFile client for new Shopify customer
02
WHMCS logo
QuickFile logo
Create QuickFile client for new WHMCS contact
03
Contact Form 7 logo
QuickFile logo
Create QuickFile client for new Contact Form 7 form submission
04
Elementor Forms logo
QuickFile logo
Create QuickFile client for new Elementor Forms form submission
05
CompanyHub logo
QuickFile logo
Create QuickFile client for new CompanyHub contact
cloud
QuickFile
app integration
06
CompanyHub logo
QuickFile logo
Create QuickFile client from new CompanyHub company
07
Peak Funnels logo
QuickFile logo
Create QuickFile client for new Peak Funnels form response
08
DNA Super Systems logo
QuickFile logo
Create QuickFile client for new DNA Super Systems form response
09
FastPages logo
QuickFile logo
Create QuickFile client for new FastPages lead
10
The Conversion Engine logo
QuickFile logo
Create QuickFile client for new The Conversion Engine response
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Want to automate something else in your workflow?

You Can Also Connect Pipedrive or QuickFile With 1400+ Other Apps

Pipedrive
Pipedrive
Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.
QuickFile
QuickFile
QuickFile allows you to manage your accounts and bookkeeping in the cloud. It lets you quickly record transactions, create invoices and produce financial reports. All of this can be done anywhere with an internet connection - even on mobile devices!