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Pipedrive Integration

Pipedrive

Pipedrive Integration

CRM

Streamline sales with Cloudify's Visma e-conomic Integration on Pipedrive for seamless invoicing and error resolution.

Starting from 99 DKK

Free 15 credits available

Integrations

ERP

Accounting

Company records

Contact management

Deals

Subscription includes

Free updates

Free customer support (Danish and English)

Support

Documentation

Get Support

Requirements

  • This integration requires one of the HubSpot plans Starter, Professional, or Enterprise.

  • The Visma e-conomic app requires access to the following permissions on your HubSpot account

  • Cloudify Subscription

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

What property should I use when searching for a customer in e-conomic during the setup process?

Most users typically use properties like email, phone, or VAT numbers. Whatever you choose, ensure it's a unique identifier in both systems and filled out consistently.

What property should I use when searching for a customer in e-conomic during the setup process?

Most users typically use properties like email, phone, or VAT numbers. Whatever you choose, ensure it's a unique identifier in both systems and filled out consistently.

What happens if the property I've chosen for customer search is missing?

What happens if the property I've chosen for customer search is missing?

Can I choose the e-conomic customer number when creating a customer?

Can I choose the e-conomic customer number when creating a customer?

What is the function of the replay feature in the error log?

What is the function of the replay feature in the error log?

Starting from 99 DKK

Free 15 credits available

Integrations

CRM

ERP

Contact management

Deals

Subscription includes

Free updates

Free customer support (Danish and English)

Requirements

  • This integration requires one of the HubSpot plans Starter, Professional, or Enterprise.

  • The Visma e-conomic app requires access to the following permissions on your HubSpot account

  • Cloudify Subscription

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