Visma e-conomic

/

Pipedrive

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

Integration Overview

Integration Overview

Integration Overview

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.

Key Business Benefits

Key Business Benefits

Key Business Benefits

Integration Features

Integration Features

Integration Features

Automatic deal to invoice or order creation

Transform Pipedrive deals directly into invoices or orders as per your preference, equipped 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.


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.


Replay unsuccessful integrations

FAQ

FAQ

FAQ

Is there a free trial available?

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.

Is there a free trial available?

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.

Is there a free trial available?

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.

Can I set up the integration myself?

If the chosen property is missing, the sync process will fail and cause an error. You must ensure this property is always provided to avoid sync failures.

Can I set up the integration myself?

If the chosen property is missing, the sync process will fail and cause an error. You must ensure this property is always provided to avoid sync failures.

Can I set up the integration myself?

If the chosen property is missing, the sync process will fail and cause an error. You must ensure this property is always provided to avoid sync failures.

Do I receive support if I run into any issues?

Yes, you have two options: let e-conomic auto-generate the customer number or take the customer number from a field in Pipedrive.

Do I receive support if I run into any issues?

Yes, you have two options: let e-conomic auto-generate the customer number or take the customer number from a field in Pipedrive.

Do I receive support if I run into any issues?

Yes, you have two options: let e-conomic auto-generate the customer number or take the customer number from a field in Pipedrive.

What happens when the integration fails?

The replay feature allows you to replay the sync process directly from within Pipedrive after you've corrected any error that caused the initial sync to fail.

What happens when the integration fails?

The replay feature allows you to replay the sync process directly from within Pipedrive after you've corrected any error that caused the initial sync to fail.

What happens when the integration fails?

The replay feature allows you to replay the sync process directly from within Pipedrive after you've corrected any error that caused the initial sync to fail.

Testimonials

Total installs

63

Pricing

Cloudify subscriptions:

Pricing

Trial

15 free syncs to try the integration

Trial

  • Create customers, products and invoices /orders from Pipedrive to e-conomic

  • Sync and update customers financial data in Pipedrive

  • Custom rules and mapping for creating customers and invoices in e-conomic

  • Replay failed sync from Pipedrive deal notes

Basic

Unlimited Customer Sync and Financial Data Updates

99 kr.

/monthly

  • Unlimited manual company sync

  • Unlimited company financial data update from e-conomic

  • Custom rules and mapping for creating customers in e-conomic

Premium

Comprehensive Customer, Products and Invoice Sync with Finanical Data Update

199 kr.

/monthly

  • Unlimited manual company sync

  • Unlimited company financial data update from e-conomic

  • Create invoices/orders and products from Pipedrive to e-conomic @ kr.1 /sync

  • Replay failed sync from Pipedrive activity log

  • Custom rules and mapping for creating companies, products and invoices/orders in e-conomic

Custom

Custom plan tailored to suit your business needs

  • One-time setup fee as applicable

  • Monthly fee based on the transactions

  • Integration build as per your business flows and requirements

  • Dedicated support for implementation

  • Please contact us for an exact quote

Modern and intelligent business process automation and integration platform to connect your enterprise.

Modern and intelligent business process automation and integration platform to connect your enterprise.

Modern and intelligent business process automation and integration platform to connect your enterprise.