Visma e-conomic

Visma e-conomic

Visma e-conomic

Streamline sales with Cloudify's Visma e-conomic integration on Pipedrive, automating invoicing and syncing sales history.

Streamline sales with Cloudify's Visma e-conomic integration on Pipedrive, automating invoicing and syncing sales history.

Perfect for:

Perfect for:

Finance Managers streamlining billing processes

Finance Managers streamlining billing processes

Visma e-conomic

Visma e-conomic

Email support

Email support

Setup Guide

Setup Guide

Book a demo

Book a demo

Integration features

Integration features

 Visma e-conomic integration on Pipedrive
 Visma e-conomic integration on Pipedrive
 Visma e-conomic integration on Pipedrive

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.

  • Transform Pipedrive deals directly into invoices or orders as per your preference, equipped with real-time status updates in the deal notes.

  • Transform Pipedrive deals directly into invoices or orders as per your preference, equipped with real-time status updates in the deal notes.

 Visma e-conomic integration on Pipedrive
 Visma e-conomic integration on Pipedrive
 Visma e-conomic integration on Pipedrive

Financial Metrics

  • View Booked e-conomic invoice data in Pipedrive

  • View Booked e-conomic invoice data in Pipedrive

  • View Booked e-conomic invoice data in Pipedrive

 Visma e-conomic integration on Pipedrive
 Visma e-conomic integration on Pipedrive
 Visma e-conomic integration on Pipedrive

Fix failed syncs with "Replay" option

  • 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.

  • 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.

  • 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.

 Visma e-conomic integration on Pipedrive
 Visma e-conomic integration on Pipedrive
 Visma e-conomic integration on Pipedrive

Customer Creation

  • Create e-conomic customers from Pipedrive Organizations/People

  • Create e-conomic customers from Pipedrive Organizations/People

  • Create e-conomic customers from Pipedrive Organizations/People

Pricing

Pricing

Pricing

Simple Pricing, Powerful Features

Simple Pricing, Powerful Features

Features

Price

Create companies, products & invoices/orders from HubSpot → e-conomic

Custom rules & mapping for creating customers & invoices in e-conomic

Replay failed sync from HubSpot activity log

Unlimited manual company sync

Unlimited company & financial data update from e-conomic

Custom rules & mapping for creating customers in e-conomic

Create invoices/orders & products from HubSpot → e-conomic @ 1 DKK/sync

Custom rules & mapping for companies, products & invoices/orders

Custom integration build & tailored workflows

Dedicated implementation support

One-time setup fee (as applicable) + transaction-based monthly fee

Trial

$0

/month

Basic

99 kr.

/month

Premium

199 kr.

/month

Custom

Get a free quote

Features

Price

Create companies, products & invoices/orders from HubSpot → e-conomic

Custom rules & mapping for creating customers & invoices in e-conomic

Replay failed sync from HubSpot activity log

Unlimited manual company sync

Unlimited company & financial data update from e-conomic

Custom rules & mapping for creating customers in e-conomic

Create invoices/orders & products from HubSpot → e-conomic @ 1 DKK/sync

Custom rules & mapping for companies, products & invoices/orders

Custom integration build & tailored workflows

Dedicated implementation support

One-time setup fee (as applicable) + transaction-based monthly fee

Trial

$0

/month

Basic

99 kr.

/month

Premium

199 kr.

/month

Custom

Get a free quote

Features

Price

Create companies, products & invoices/orders from HubSpot → e-conomic

Custom rules & mapping for creating customers & invoices in e-conomic

Replay failed sync from HubSpot activity log

Unlimited manual company sync

Unlimited company & financial data update from e-conomic

Custom rules & mapping for creating customers in e-conomic

Create invoices/orders & products from HubSpot → e-conomic @ 1 DKK/sync

Custom rules & mapping for companies, products & invoices/orders

Custom integration build & tailored workflows

Dedicated implementation support

One-time setup fee (as applicable) + transaction-based monthly fee

Trial

$0

/month

Basic

99 kr.

/month

Premium

199 kr.

/month

Custom

Get a free quote

FAQ

FAQ

FAQ

Here are the answers to your questions

Here are the answers to your questions

After reading this section, if you still has questions,
feel free to contact us however you want.

After reading this section, if you still has questions,
feel free to contact us however you want.

What exactly does this integration do?

This integration helps you:

  • Turn your Pipedrive deals into e-conomic invoices, orders or quotes

  • Keep your Pipedrive and e-conomic product and customer data in syn

  • cView financial information within Pipedrive contactsTrack sync-status in your deal notes

What exactly does this integration do?

This integration helps you:

  • Turn your Pipedrive deals into e-conomic invoices, orders or quotes

  • Keep your Pipedrive and e-conomic product and customer data in syn

  • cView financial information within Pipedrive contactsTrack sync-status in your deal notes

What exactly does this integration do?

This integration helps you:

  • Turn your Pipedrive deals into e-conomic invoices, orders or quotes

  • Keep your Pipedrive and e-conomic product and customer data in syn

  • cView financial information within Pipedrive contactsTrack sync-status in your deal notes

Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.


Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.


Can I set up the integration myself?

Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.


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

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

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

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

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

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

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

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

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

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.