PipelineCRM + QuickFile Integration

Connect PipelineCRM to QuickFile in 1 click

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Popular PipelineCRM + QuickFile Workflows

Create QuickFile client from new PipelineDeals company

If you have created a company in PipelineDeals, 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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Create QuickFile client for new PipelineDeals person

In order to keep your accounting and customer records in sync, when you create a person in PipelineDeals, this automation will automatically create a client in QuickFile.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with PipelineDeals and QuickFile!

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Create Your Own PipelineCRM & QuickFile Integration Without Any Code

Create Custom Workflow

Person is created in PipelineCRM Instant
Company is created in PipelineCRM Instant
Deal is created in PipelineCRM Instant
Deal status is changed in PipelineCRM Instant
Deal is moved in PipelineCRM Instant

Create Deal in PipelineCRM
Update Deal in PipelineCRM
Create Person in PipelineCRM
Update Person in PipelineCRM
Create Company in PipelineCRM
Update Company in PipelineCRM
Search company in PipelineCRM
Search deal in PipelineCRM
Create Task in PipelineCRM
Create Activity (Note) in PipelineCRM
Create client in QuickFile
Search client in QuickFile
Create invoice in QuickFile
Get invoices by ID in QuickFile
Create item in QuickFile
Create bank entry in QuickFile

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Integrate PipelineCRM & QuickFile In 1 Click
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You Can Also Connect PipelineCRM or QuickFile With 1200+ Other Apps

PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!

See PipelineCRM Integrations

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!

See QuickFile Integrations