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Configuration

Getting Started

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:

  • Click the profile icon situated on the right side of the screen.

  • Click "Tools and Apps".

  • Click Marketplace Apps, which is on the screen's left side.

  • Click three dots beside the Pipedrive e-conomic app.

  • Click "Settings".

  • A Sync Settings dialogue box will open, and you can make preferred changes according to your requirements.

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.

Got unique integration needs?

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