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Overview

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Overview

Welcome to the Pipedrive e-conomic Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your Pipedrive and e-conomic accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.

Table of Content

Table of Content

Integration Benefits

By integrating Pipedrive with e-conomic, your organization can:

  1. Automate invoice generation based on Pipedrive deal stages

  2. Ensure real-time synchronization of customer data across both platforms

  3. Access up-to-date financial insights directly within Pipedrive

  4. Significantly reduce time spent on manual data entry and reconciliation

Data Flow Between Pipedrive and e-conomic

The table below shows what data is synced between Pipedrive and Visma e-conomic. The data flow is largely unidirectional from Pipedrive to Visma e-conomic, except for the invoice/quote/order PDF copy imported back into Pipedrive as well as updated booked-invoice financial data synced into Pipedrive.





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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Prerequistes

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Data Flow Between Pipedrive and e-conomic

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