How Vendemus used Pipedrive with e-conomic to manage accounting, sales process, increase leads and scale up

The Challenge

Starting on the path of automation

Vendemus deals with bulk orders on a daily basis. Thus, invoice creation, being done manually, took a toll on the employees. Most of the time the accounting department was dedicated to creating invoices manually and adding customers to the accounting app.

What did Vendemus needed help with?

Vendemus needed help with automating the process of draft invoice creation in e-conomic.

The Solution

How did we approach it?

Our SaaS experts deeply analysed their business requirements before making the integration. The approach involved integration of Pipedrive and e-conomic. Here, Pipedrive was the trigger app. When the customer field was put to yes, the draft invoice was created. The automation retrieved the customer details from Pipedrive and creates the draft invoice in the e-conomic app. The CVR number was used to search for customers in e-conomic. If the customer was missing, then a new customer was created in e-conomic using the organisation data. If the CVR number was missing, an automated email was sent to the client for further updates. Pipeline name was used to find the product in e-conomic. If the product was missing, then a product was created using the pipeline name as the product name. The client was also able to find or update the record in Google sheets by using the custom fields in the deal.

Automations delivered - SaaS apps that helped Vendemus grow:

• Pipedrive - Pipedrive was used to create deals and based on the deal stage further action was performed.

• e-conomic - The accounting app was integrated to generate invoices and automate invoicing.