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Installation
Gettting the Most Out of the App
Getting Started
Setting up the Pipedrive to e-conomic Integration
Now that you've installed the app and connected your accounts, it's time to configure how information flows between Pipedrive and e-conomic. The quick install already covered the essential settings. With this guide you will be able to further customize your app, if needed.
To find the settings page:
Find the Marketplace icon (top of the page) -> Click on "My Apps"
Click on the e-conomic appSelect "Settings"
Click on "Sync settings"
And you have arrived
The setup process is divided into three main areas:
1. Customer Settings
2. Product Settings
3. Invoice/Order Settings
Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated. Let's start by looking at the Customer Settings.