Need help? Contact Support
Getting Started
Installation
Get the Most Out of the App
Note
IMPORTANT: Always check the "All" subsection under the History section of your Pipedrive deals to view the status of your integration run.
Q: What exactly does this integration do?
Q: My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order/quote creation was successful?
Q: My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order/quote creation was successful?
Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
Q: What if I don't want to manually go to each company or contact and update it?
Q: I have installed the app, but how do I create the invoice/order/quote now?
Q: Will the invoice/order/quote be directly sent to my customer after it is created?
Q: Can I connect my Pipedrive account with multiple e-conomic accounts using Cloudify's app?
Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
Q: What if I don't want to manually go to each company or contact and update it?
Q: I'm seeing an error message that says "Products are not enabled for the company". How do I fix this?
Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
Q: What if I don't want to manually go to each company or contact and update it?
Q: I am unable to import my e-conomic customer and product data to Pipedrive with this application.
Q: What if my Pipedrive contact is not present in e-conomic? Will the integration work?
Q: What if my Pipedrive product is not present in e-conomic? Will the integration work?
Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.