Cut the gap between deal close and invoice delivery from 3 days to under 5 minutes and get paid up to 4 days sooner.
~2 hrs
Saved / wk
Advanced
Setup
No AI
AI
The moment a rep marks a deal as Closed-Won in Pipedrive, this workflow creates and sends a QuickBooks invoice to the client with the correct line items pulled from the deal. You get paid faster without chasing anyone to raise an invoice.
~2 hrs
Saved / Week
Professional setup recommended
Setup Complexity
No AI involved
AI Status
Step 1: Set up a Pipedrive trigger in Make that fires when a deal status changes to Closed-Won.
Step 2: Pull the deal value, line items, and contact details from Pipedrive using Make's Pipedrive module.
Step 3: Create a new invoice in QuickBooks Online with the correct customer, line items, and due date.
Step 4: Set QuickBooks to automatically email the invoice to the client and notify your finance team in Slack with a link to the invoice.
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Pipedrive is best for small sales teams that need a clear, visual way to track deals from first contact to close. You get a drag-and-drop pipeline board that shows exactly where every deal stands, so nothing falls through the cracks. It also automates follow-up emails and reminders, so your team spends more time selling and less time on admin. With built-in AI tools and 500+ app integrations, Pipedrive grows with your business without getting complicated.
