4 Use Cases for Pipedrive and QuickBooks Integration

Pipedrive and QuickBooks integration is one of the most popular application connection requests we get. Why might that be so? Any time a company can unite their front and back office operations, it’s a win for the sales and invoicing process. Here are the four use cases we see most for Pipedrive and QuickBooks integration.

Use Case #1: Keeping Sales & Accounting In-Sync

Sharing QuickBooks data related to sales tax codes and rates helps complete the customer profile in Pipedrive. It gives sales an understanding of how these taxes may affect their customers’ purchasing decisions so they can work that into their upsell and cross-sell approach. Conversely, when a rep makes a new sale, the sales history and order details from Pipedrive can feed back into QuickBooks to give accounting a real-time, running record of that data. Customer profiles are enriched in both systems to keep the sales and financial teams in-sync.

Use Case #2: Managing Payment & Invoice Status

Most businesses are weary of selling new products or services to customers before they’ve paid for the ones they already purchased. Integrating Pipedrive and QuickBooks helps solve for this gap of knowledge. StarfishETL can map the payments from QuickBooks into the corresponding Pipedrive account so the sales team can be sure the transaction is complete before reaching out with another offer.

Use Case #3: End-to-End Order Management

It’s common for eCommerce sites to already be linked into QuickBooks when a client approaches us for QuickBooks and Pipedrive integration. A connected eCommerce – QuickBooks experience is the first step of end-to-end order management, but the process truly comes full circle when Pipedrive becomes part of that ecosystem.

Here’s an example of how it usually works:

When a customer comes to the client’s eCommerce website, a record of that visit is generated in both Pipedrive and QuickBooks. After the sale is made, the customer’s order is noted in their profile to inform targeted marketing messages and recommendations. Sales orders and quotes are automated and sent to corresponding departments for order fulfillment and shipping. Then, shipping details are sent to the eCommerce store and inventory figures are updated to match in real-time.

Use Case #4: Streamlining Customer Service Models

Complete business process automation is the end goal for scaling organizations. QuickBooks and Pipedrive both offer business process functions in their own right, however, when integrated, the expanded insights can inform more accurate and seamless customer service models. The CRM solution (in this case Pipedrive) is most often the application that acts as the single source of truth for customer data. It’s the go-to solution for sales teams and therefore a reliable checkpoint for marketing and customer service teams looking to be more proactive.

For example, if marketing can view the recently sold products and the average amount spent, they can use that information to target compatible products or similarly priced solutions that are more likely to interest that particular customer. Customer service reps can use the QuickBooks data they encounter in Pipedrive to understand the full history of that company when they wouldn’t otherwise be able to access that information. Most companies have a limited number of QuickBook licenses, so any detailed financial insights that customer-facing teams can review through the CRM helps bring that CX full circle.

Pipedrive and QuickBooks integration is popular because of business use cases like these. If you’re thinking of starting a QuickBooks and Pipedrive integration, StarfishETL can customize the data connections to meet your use cases and long term business strategy. Reach out to us via our consultation forms to start that discussion.

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