Pipedrive

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Visma e-conomic

Visma e-conomic Integration

Visma e-conomic Integration

Visma e-conomic Integration

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

Integration Overview

Integration Overview

Integration Overview

Features:

✓ Automatic Deal to Invoice/Order/Quote Creation

✓ Financial Metrics within Pipedrive from e-conomic

✓ Replay Unsuccessful Integrations

✓ Manual Company Creation

Key Business Benefits

Key Business Benefits

Key Business Benefits

Eliminate Manual Work


  • No double data entry between systems

  • Automated customer, product and invoice/order/quote creation

Real-time financial data syncing


  • Stay Informed and In-Control

  • Instant notifications for sync actions in deal activities

  • View e-conomic invoice status directly in Pipedrive deals

Fix failed syncs with "Replay" option


  • Update deals and re-sync to reflect changes

Start with Free Expert Onboarding


  • Personalized setup for your Pipedrive account

  • Custom guidance for your specific needs

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.

Financial Metrics

View Booked e-conomic invoice data in 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.


Customer Creation

Create e-conomic customers from Pipedrive Organizations/People

FAQ

FAQ

FAQ

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

Is there a free trial available?

Yes, we offer a free trial that includes 15 syncs to help you evaluate the integration's features. It's designed to allow you to explore the integration's capabilities and determine how it fits your business needs.

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.


Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

Do I receive support if I run into any issues?

Yes, we provide support to set up the integration. We’ll work with you to configure the app together, ensuring it’s fully integrated and ready to go.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What happens when the integration fails?

Yes, you’ll be notified immediately with clear error messages and Xero details. You can quickly resolve issues using the one-click replay feature. For further help, contact us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

What if I want a more customized solution?

Yes, we specialize in creating custom integrations designed to fit your unique business needs. Please click here to learn more or get in touch with us.

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.

/month

  • 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.

/month

  • 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.