Convert deals into Visma e-conomic invoices and see customer revenue in Pipedrive. Eliminate errors and save valuable time!

E-conomic Integration Overview

Transform Your Sales-to-Finance Operations

Features:

• ✅Automatic Deal to Invoice/Order/Quote Creation
• ✅Financial Metrics within Pipedrive
• ✅Replay Unsuccessful Integrations
• ✅Manual Company Creation

Key Business Benefits:

1. Eliminate Manual Work

• No double data entry between systems
• Automated customer, product and invoice/order/quote creation

2. Real-time financial data syncing

• Instant notifications for sync actions in deal activities
• View e-conomic invoice status directly in Pipedrive deals

3. Fix failed syncs with "Replay" option

• Update deals and re-sync to reflect changes

4. Start with Free Expert Onboarding

• Custom setup for your Pipedrive account.
• Custom guidance for your specific needs

Start your free trial with 15 credits today! Book a free 30-minute onboarding session, and let us streamline your billing process.

Integration features

• Automatic Deal to Invoice/Order/Quote Creation: Convert deals to invoices with real-time updates.
• Financial Metrics: View Booked e-conomic invoice data in Pipedrive
• Replay Failed Syncs:Retrigger unsuccessful integrations
• Customer Creation: Create e-conomic customers from Pipedrive Organizations/People
• B2C Management: Convert Pipedrive contacts to e-conomic customers.
• Simple Invoicing without products:Generate invoices from the deal value.

• Step 1: To get started click on "Allow and install"
• Step 2: Now click on "Quick install"
• Step 3: Now you have to link your e-conomic account by inputting your credentials. Then click "Continue"
• Step 4: Set Up Invoice/Quote/Order Creation Rules - In this, you have to Add a pipeline, select a deal stage and choose quote/invoice/order creation. Click "Next".
• Step 5: On the next stage, you have to set Customer Synchronization Preferences. On the same page, you can select B2C option (a new feature added). Click "Next".
• Step 6: The next step is to select Product Sync Rules, which can be Simple Search or Direct Link as per the requirement. Furthermore, you have the option to sync deals without products by just using deal value. You can also select a default product to add an overall discount as a line item.
• Step 7: Click "Finish".

For a detailed setup guide, click here.

For assistance, please reach out to us at [email protected] or schedule a meeting, and our team will reach out to you.You can also find more information about this Pipedrive Visma e-conomic integration on our website page.