Connect Pipedrive to Quickbooks like Magic
How to Use Magical to Transfer Data from Pipedrive to Quickbooks
Connect your apps with ease
Transfer Data from Pipedrive to Quickbooks: A Step-by-Step Guide
With Magical, you can transfer data from Pipedrive to Quickbooks in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Pipedrive to Quickbooks, helping you streamline your sales and accounting processes.
More Pipedrive integrations with Magical
What Pipedrive data can you transfer
Magical enables you to transfer a wide array of data from Pipedrive to Quickbooks. Here are some examples of the information you can extract:
Deal Name
Contact Name
Organization
And move more types of information by creating your own custom labels.
How to Transfer data from Pipedrive to Quickbooks using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Pipedrive to Quickbooks for more efficient sales and accounting. Follow these steps:
Sign in to your Pipedrive account and open the deal containing the data you want to transfer, such as deal details and contact information.
In Pipedrive, label the information you want to transfer with Magical, like Deal Name, Deal Value, Contact Name, or Contact Email.
Sign in to your Quickbooks account and open the record where you want to add the Pipedrive data.
Type "//" in an empty field and select the information you want to transfer from Pipedrive such as Deal Name, Contact Email, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Pipedrive and Quickbooks
Efficient data transfer between sales and accounting is crucial to maintaining a smooth business operation. Pipedrive is a powerful sales management tool and Quickbooks is a robust accounting software. Combining the capabilities of these two platforms can significantly enhance your business processes. By leveraging Magical, you can easily move information from Pipedrive to Quickbooks, allowing you to focus on closing deals and managing finances.
Other ways to connect Pipedrive and Quickbooks
Using Zapier
Zapier provides a seamless connection between Pipedrive and Quickbooks, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Pipedrive and Quickbooks is by directly utilizing their APIs. By integrating both APIs, you empower sales and accounting teams with real-time insights, fostering improved communication and a superior business operation. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
