Pipedrive Integration
Streamline invoicing with Fortnox-Pipedrive Integration for real-time deal conversion, data synchronization, and seamless sales-to-accounting workflows.
Integration Overview
Features
✓ Automatic Deal to Invoice/Order Creation
✓ Financial Metrics within Pipedrive
✓ Replay Unsuccessful Integrations
✓ Manual Company Creation
Key Business Benefits
Eliminate Manual Work
No double data entry between systems
Automate organisation/person, product and invoice/order creation
Real-time financial-data syncing
Stay Informed and In Control
View booked invoice metrics directly within Pipedrive organization/person
Fix failed syncs with "Replay" option
Update deals and re-sync to reflect changes
Instant notifications for sync actions in deal notes
Start with Free Expert Onboarding
Personalized setup for your Pipedrive account
Custom guidance for your specific needs
Integration Features
Automatic Deal to Invoice or Order Creation
Transform Pipedrive deals directly into invoices or orders, equipped with real-time status updates in the deal notes.
Financial Data Update
Updating financial data of organizations that includes invoice details directly in Pipedrive from Fortnox with a mere click using the custom panel.
Replay Unsuccessful Integrations
Bid goodbye to missed invoice integrations with our distinctive replay feature accessible from the deal notes.
Customer and Product sync
Ensure precise customer and product synchronisation between Pipedrive and Fortnox.
FAQ
PRICING PLANS
