Getting Started
Installation
Configuration
Get the Most Out of the App
FAQs - Frequently Asked Questions
FAQs - Frequently Asked Questions
Table of Content
Table of Content
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: What exactly does this integration do?
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: 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: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
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: What if I don't want to manually go to each company or contact and update it?
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: I have installed the app, but how do I create the invoice/order/quote now?
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: Will the invoice/order/quote be directly sent to my customer after it is created?
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: Can I connect my Pipedrive account with multiple e-conomic accounts using Cloudify's app?
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: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
Got unique integration needs?
Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.