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Introduction
Cloudify is excited to announce the launch of Visma e-conomic app on the Pipedrive marketplace. The integration has been designed to streamline the sales and accounting processes, making it easier than ever to manage customer accounts and create invoices directly from the Pipedrive account.
Problem
The sales process is one of the essential aspects of any business, but it can be time-consuming and require a lot of manual effort. Invoices, customer accounts, and sales processes are typically handled separately by different teams, leading to multiple emails to the accounting department by salespeople, which can be a slow and cumbersome process. This disconnect between sales and accounting can lead to errors, delays, and poor communication between the two departments.
Solution
The Visma e-conomic app integration provides a solution to this problem by automating the process of creating customers and invoices from deals in Pipedrive. This integration eliminates the need for multiple emails and communication between sales and accounting teams, making the sales and accounting process more efficient and effective. With the integration, salespeople can focus on closing deals and growing the business, while the accounting department can focus on billing and managing customer accounts.
Integration
The Visma e-conomic app integration on the Pipedrive marketplace by Cloudify provides an array of features to streamline your sales and accounting processes. Here are some of the integration features:
Automatic deal to invoice creation: With the Visma e-conomic app integration, you can automatically create customers and invoices from deals in Pipedrive. The integration status is added to the deal notes, eliminating the need for multiple emails to accounting departments by salespeople. This feature simplifies the sales process, making it more efficient and effective.
e-conomic invoice PDF in Pipedrive deal: The Visma e-conomic app integration allows you to attach the invoice PDF and ID from e-conomic directly to your deal notes when the integration runs successfully. This feature makes it easy to track the progress of the deal and reference the invoice at any time.
Replay failed invoices from Pipedrive: With the replay option directly from the deal notes which contains the logs, you can replay the failed integration, ensuring that no invoice creation in e-conomic is skipped. This feature saves you time and effort, ensuring that the sales and accounting process runs smoothly.
Conclusion
Visma e-conomic app integration on the Pipedrive marketplace by Cloudify has the potential to revolutionize the sales and accounting process. With its seamless integration and automation features, the integration eliminates the need for multiple emails and communication between sales and accounting teams, making the sales and accounting process more efficient and effective.
Frequently Asked Questions
What is the Cloudify Partner Program?
The Cloudify Partner Program is a structured reseller and referral program for accountants, advisory firms, and digital agencies. Partners earn recurring commissions by introducing clients to Cloudify's automation platform, which connects Shopify, Amazon, WooCommerce, HubSpot, Pipedrive, Xero, and QuickBooks. Cloudify handles demos, workflow mapping, and technical onboarding — partners earn structured commissions without managing the implementation themselves.
Who should join the Cloudify Partner Program?
The program is designed for two audiences: (1) Accounting and advisory firms that work with ecommerce clients and want to offer automation as part of their service stack, and (2) Digital and web agencies that manage clients' tech stacks and want to add integration and workflow automation without hiring developers.
What integrations does Cloudify support for partners?
Cloudify supports integrations including Shopify–Xero, Shopify–QuickBooks, HubSpot–Xero, Pipedrive–Xero, Amazon–Xero, WooCommerce–Xero, and payroll automation. Full integration details are available at (accounting systems) and CRM systems).
How do Cloudify partners earn commissions?
Cloudify offers structured recurring commissions. Partners earn on every client they onboard, with commissions continuing as long as the client stays active. Apply here.
Does Cloudify provide onboarding support for partners?
Yes. Cloudify provides done-for-you onboarding exclusively for partners and their clients. This includes demos, workflow mapping, and technical setup — all managed by the Cloudify team. Details here .
