Pipedrive Integration
CRM
Streamline sales with Cloudify's Visma e-conomic Integration on Pipedrive for seamless invoicing and error resolution.
Overview
Are you frustrated with manual invoicing and workflow inefficiencies? Cloudify's Visma e-conomic Integration on Pipedrive simplifies the process by automatically creating invoices from deals, providing detailed customer sales history, and allowing quick re-triggering of failed integrations. Streamline your operations, reduce errors, and gain better control with this powerful integration.
What’s New?
Easy B2C Customer Management
Convert your Pipedrive contacts into new customer entries in e-conomic, streamlining your CRM and accounting processes.
Simplified Invoicing
Our integration allows invoice creation using only the deal value, eliminating the need to specify individual products.
Features
Automatic deal to invoice or order creation
Transform Pipedrive deals directly into invoices or orders per your preference, with real-time status updates in the deal notes.
Comprehensive sync status log
Keep a keen eye on every transaction with the expansive log housed within the Pipedrive deal activity log, providing insights into the sync status.
Replay unsuccessful integrations
Bid goodbye to missed invoice integrations with our distinctive Replay feature, accessible from the deal notes, ensuring no invoice creation in e-conomic is missed.
Personalised sync setup
Customise the sync experience with intuitive preferences and field mapping options, allowing for an integration setup that mirrors your business needs ideally.
Product sync :
Elevate your product management efficiency with the seamless product synchronisation from Pipedrive to e-conomic with each integration cycle.
Custom modal
The custom model provides sales and outstanding invoice data. You can also seamlessly create customers in e-conomic by performing sync.
Manual company creation and data update :
Step up your data management game by manually creating or updating companies from Pipedrive as customers in e-conomic and updating their financial data directly in Pipedrive from e-conomic with a click.
FAQ
Implementation
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