Installation
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FAQs - Frequently Asked Questions
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?
This integration helps you:
Turn your Pipedrive deals into e-conomic invoices, orders or quotes
Keep your Pipedrive and e-conomic product and customer data in sync
View financial information within Pipedrive contacts
Track sync-status in your deal notes
Q: What exactly does this integration do?
This integration helps you:
Turn your Pipedrive deals into e-conomic invoices, orders or quotes
Keep your Pipedrive and e-conomic product and customer data in sync
View financial information within Pipedrive contacts
Track sync-status in your deal notes
Q: What exactly does this integration do?
This integration helps you:
Turn your Pipedrive deals into e-conomic invoices, orders or quotes
Keep your Pipedrive and e-conomic product and customer data in sync
View financial information within Pipedrive contacts
Track sync-status in your deal notes
Q: My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order/quote creation was successful?
Expand the "History" section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice/order/quote attached. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the 'Replay' button in the notes to re-run the integration.
Q: My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order/quote creation was successful?
Expand the "History" section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice/order/quote attached. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the 'Replay' button in the notes to re-run the integration.
Q: My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order/quote creation was successful?
Expand the "History" section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice/order/quote attached. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the 'Replay' button in the notes to re-run the integration.
Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
Manually open each organisation or people in Pipedrive respectively and click on "Update" in the CRM card.
Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
Manually open each organisation or people in Pipedrive respectively and click on "Update" in the CRM card.
Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
Manually open each organisation or people in Pipedrive respectively and click on "Update" in the CRM card.
Q: What if I don't want to manually go to each company or contact and update it?
In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.
Q: What if I don't want to manually go to each company or contact and update it?
In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.
Q: What if I don't want to manually go to each company or contact and update it?
In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.
Q: I have installed the app, but how do I create the invoice/order/quote now?
Set up triggers for specific deal stages in My apps > Visma e-conomic Integration > Settings > Invoice/Order/Quote
Q: I have installed the app, but how do I create the invoice/order/quote now?
Set up triggers for specific deal stages in My apps > Visma e-conomic Integration > Settings > Invoice/Order/Quote
Q: I have installed the app, but how do I create the invoice/order/quote now?
Set up triggers for specific deal stages in My apps > Visma e-conomic Integration > Settings > Invoice/Order/Quote
Q: Will the invoice/order/quote be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order/quote in e-conomic. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
Q: Will the invoice/order/quote be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order/quote in e-conomic. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
Q: Will the invoice/order/quote be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order/quote in e-conomic. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
Q: Can I connect my Pipedrive account with multiple e-conomic accounts using Cloudify's app?
No. You can only connect one e-conomic account to one Pipedrive account at a time. However, you can connect a new e-conomic account if needed, by disconnecting the existing e-conomic connection.
Q: Can I connect my Pipedrive account with multiple e-conomic accounts using Cloudify's app?
No. You can only connect one e-conomic account to one Pipedrive account at a time. However, you can connect a new e-conomic account if needed, by disconnecting the existing e-conomic connection.
Q: Can I connect my Pipedrive account with multiple e-conomic accounts using Cloudify's app?
No. You can only connect one e-conomic account to one Pipedrive account at a time. However, you can connect a new e-conomic account if needed, by disconnecting the existing e-conomic connection.