Getting the Most Out of the App

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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.

For any persistent issues or topics not covered here, please contact support@cloudify.biz for assistance

What exactly does this integration do?
What exactly does this integration do?
What exactly does this integration do?
I have installed the app, but how do I create the invoice/quote now?
I have installed the app, but how do I create the invoice/quote now?
I have installed the app, but how do I create the invoice/quote now?
Will the invoice/quote be directly sent to my customer after it is created?
Will the invoice/quote be directly sent to my customer after it is created?
Will the invoice/quote be directly sent to my customer after it is created?
How do I control when invoices/quotes are created?
How do I control when invoices/quotes are created?
How do I control when invoices/quotes are created?
How do I make sure that the address of my customer is shown on the invoice/quote that gets created?
How do I make sure that the address of my customer is shown on the invoice/quote that gets created?
How do I make sure that the address of my customer is shown on the invoice/quote that gets created?
How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?
How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?
How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?
What if I don't want to manually go to each company or contact and update it?
What if I don't want to manually go to each company or contact and update it?
What if I don't want to manually go to each company or contact and update it?
Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?
Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?
Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?

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.

Advanced Integration Settings

Advanced Integration Settings

Advanced Integration Settings

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