Pipedrive

/

Fortnox

Fortnox Integration

Fortnox Integration

Fortnox Integration

Streamline invoicing with Fortnox-Pipedrive Integration for real-time deal conversion, data synchronization, and seamless sales-to-accounting workflows.

Integration Overview

Integration Overview

Integration Overview

Features

✓ Automatic Deal to Invoice/Order Creation

✓ Financial Metrics within Pipedrive

✓ Replay Unsuccessful Integrations

✓ Manual Company Creation

Key Business Benefits

Key Business Benefits

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

Integration Features

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

FAQ

FAQ

Is there a free trial available?

This integration helps you:

  • Turn your Pipedrive deals into Fortnox invoices or orders

  • Keep your Pipedrive and Fortnox product and customer data in sync

  • View financial information within Pipedrive contacts

  • Track sync-status in your deal notes

Is there a free trial available?

This integration helps you:

  • Turn your Pipedrive deals into Fortnox invoices or orders

  • Keep your Pipedrive and Fortnox product and customer data in sync

  • View financial information within Pipedrive contacts

  • Track sync-status in your deal notes

Is there a free trial available?

This integration helps you:

  • Turn your Pipedrive deals into Fortnox invoices or orders

  • Keep your Pipedrive and Fortnox product and customer data in sync

  • View financial information within Pipedrive contacts

  • Track sync-status in your deal notes

Can I set up the integration myself?

The app checks for pre-existing customer records in Fortnox to ensure data consistency before creating new ones. This diligent check helps to avoid duplication and maintain a clean and accurate customer database.

Can I set up the integration myself?

The app checks for pre-existing customer records in Fortnox to ensure data consistency before creating new ones. This diligent check helps to avoid duplication and maintain a clean and accurate customer database.

Can I set up the integration myself?

The app checks for pre-existing customer records in Fortnox to ensure data consistency before creating new ones. This diligent check helps to avoid duplication and maintain a clean and accurate customer database.

Do I receive support if I run into any issues?

You will receive an immediate notification within Pipedrive's deal or product notes if there are any discrepancies or errors during the sync. For any sync issues, the Replay Unsuccessful Integrations feature is available to reinitiate the sync process seamlessly.

Do I receive support if I run into any issues?

You will receive an immediate notification within Pipedrive's deal or product notes if there are any discrepancies or errors during the sync. For any sync issues, the Replay Unsuccessful Integrations feature is available to reinitiate the sync process seamlessly.

Do I receive support if I run into any issues?

You will receive an immediate notification within Pipedrive's deal or product notes if there are any discrepancies or errors during the sync. For any sync issues, the Replay Unsuccessful Integrations feature is available to reinitiate the sync process seamlessly.

What happens when the integration fails?

Product Sync is synchronised with each integration cycle, ensuring that any modifications to your products in Pipedrive are immediately and accurately reflected in Fortnox. This feature maintains the integrity of your product data across both platforms in real time.

What happens when the integration fails?

Product Sync is synchronised with each integration cycle, ensuring that any modifications to your products in Pipedrive are immediately and accurately reflected in Fortnox. This feature maintains the integrity of your product data across both platforms in real time.

What happens when the integration fails?

Product Sync is synchronised with each integration cycle, ensuring that any modifications to your products in Pipedrive are immediately and accurately reflected in Fortnox. This feature maintains the integrity of your product data across both platforms in real time.

Testimonials

Cloudify has completely redefined our invoicing process — it’s a real game-changer!

Integrating our data has never been easier — Cloudify provided the perfect solution we needed!

There’s no match for Cloudify’s support — they go the extra mile every time to ensure we succeed.

Total installs

128

Pricing

Cloudify subscriptions:

Pricing

Trial

15 free syncs to try the integration

Trial

  • Create customers, products, and invoices/orders from Pipedrive to Fortnox

  • Custom rules and mapping for creating customers and invoices in Fortnox

  • Replay failed sync from pipedrive deal notes

Basic

Unlimited Customer Sync and Financial Data Updates

149 SEK

/month

  • Unlimited manual company sync

  • Unlimited company financial data update from Fortnox

  • Custom rules and mapping for creating customers in Fortnox

Premium

Comprehensive Customer, Products and Invoice Sync with Finanical Data Update

299 SEK

/month

  • Unlimited manual company sync

  • Unlimited company financial data update from Fortnox

  • Create invoices/orders, customers and products from Pipedrive to Fortnox @ 1 SEK/sync

  • Replay failed sync for Pipedrive activity log

  • Custom rules and mapping for creating customers, products and invoices/orders in Fortnox

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.