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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.

Need Help? Let's Talk

If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels:

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