Pipedrive Visma e-conomic Integration

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.

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

Integration Process Overview

The setup process consists of four main stages:

1. Getting Started: Initial setup and account connection

2. Customer Settings: Configure customer data synchronization

3. Product Settings: Set up product catalog matching

4. Invoice/ Order/ Quotes Settings: Define Invoice/ Order/ Quotes creation and management rules

Prerequisites

Before beginning the integration process, please ensure you have:

1. An active Pipedrive account with administrative access

2. An active e-conomic account with administrative access

3. Necessary authentication credentials for both platforms

Setup Process Overview

The integration setup consists of these main stages:

1. Connect Visma e-conomic account

2. Choose Your Subscription Plans

3. Invoice/Order Sync Rules

4. Customer Search Rules

5. Product Sync Rules