Introduction

Cloudify is excited to announce the launch of Visma e-conomic app on the Pipedrive marketplace. The integration has been designed to streamline the sales and accounting processes, making it easier than ever to manage customer accounts and create invoices directly from the Pipedrive account.

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Problem

The sales process is one of the essential aspects of any business, but it can be time-consuming and require a lot of manual effort. Invoices, customer accounts, and sales processes are typically handled separately by different teams, leading to multiple emails to the accounting department by salespeople, which can be a slow and cumbersome process. This disconnect between sales and accounting can lead to errors, delays, and poor communication between the two departments.

Solution

The Visma e-conomic app integration provides a solution to this problem by automating the process of creating customers and invoices from deals in Pipedrive. This integration eliminates the need for multiple emails and communication between sales and accounting teams, making the sales and accounting process more efficient and effective. With the integration, salespeople can focus on closing deals and growing the business, while the accounting department can focus on billing and managing customer accounts.

Integration

The Visma e-conomic app integration on the Pipedrive marketplace by Cloudify provides an array of features to streamline your sales and accounting processes. Here are some of the integration features:

Automatic deal to invoice creation: With the Visma e-conomic app integration, you can automatically create customers and invoices from deals in Pipedrive. The integration status is added to the deal notes, eliminating the need for multiple emails to accounting departments by salespeople. This feature simplifies the sales process, making it more efficient and effective.

e-conomic invoice PDF in Pipedrive deal: The Visma e-conomic app integration allows you to attach the invoice PDF and ID from e-conomic directly to your deal notes when the integration runs successfully. This feature makes it easy to track the progress of the deal and reference the invoice at any time.

Replay failed invoices from Pipedrive: With the replay option directly from the deal notes which contains the logs, you can replay the failed integration, ensuring that no invoice creation in e-conomic is skipped. This feature saves you time and effort, ensuring that the sales and accounting process runs smoothly.

Conclusion

Visma e-conomic app integration on the Pipedrive marketplace by Cloudify has the potential to revolutionize the sales and accounting process. With its seamless integration and automation features, the integration eliminates the need for multiple emails and communication between sales and accounting teams, making the sales and accounting process more efficient and effective.