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.