Features
- Instant Deal-to-Invoice Automation: Effortlessly convert Pipedrive deals into Fortnox invoices or orders, complete with immediate status updates within your deal notes. Perfect for maintaining momentum in your sales pipeline.
- Tailored Sync Configuration: Customise your integration with user-friendly sync settings and field mapping, allowing for a personalised setup that aligns with your specific business processes.
- Product Sync: Enhance your inventory management with automatic product sync between Pipedrive and Fortnox, streamlining your product handling with each sync.
- CRM modal: Gain valuable insights with the CRM modal that displays financial details of customers, including invoice details. Create Fortnox customers directly through Pipedrive sync for added convenience.
- Detailed Sync Tracking: Monitor your financial transactions with precision using our extensive sync status logs, integrated directly into Pipedrive's activity log for comprehensive oversight.
- Replay Feature for Seamless Integration: Guarantee every invoice reaches completion with our exclusive Replay feature. Located within the deal notes, this feature empowers you to rectify errors and re-initiate the integration process, ensuring successful Fortnox invoice creation even if integration fails.
- Direct Company Management: Take control of your customer data with the ability to manually create or update company information from Pipedrive as customers in Fortnox, and instantly refresh their financial data in Pipedrive from Fortnox with just one click.
Pricing
Trial
Free credits to try the integration
Free
15 trial credits with no time limit
Create invoices and customers from HubSpot to Fortnox
Custom rules and mapping for creating customers and invoices in Fortnox
Replay failed sync from pipedrive activity log
Basic
Integrate your customers with Fortnox invoices
149 SEK
/monthUnlimited manual customer sync from Pipedrive to Fortnox
Custom rules and mapping for creating customers in Fortnox
View invoice details in the created CRM modal
Premium
Integrate your customers & deals with Fortnox invoices
299 SEK
/monthUnlimited manual company sync
Unlimited company financial data update from Fortnox
Create invoices/orders and products from Pipedrive to Fortnox @ 1.5 SEK/sync
Custom rules and mapping for creating companies, products, and invoices/orders in Fortnox
Replay failed sync from Pipedrive activity log
FAQ
By automating the conversion of Pipedrive deals into Fortnox invoices, this feature significantly cuts down on the time spent on manual data entry and communication with accounting. It ensures that the latest invoice status is always at hand within the deal notes, allowing you to concentrate on business growth strategies.
To ensure data consistency, the app checks for pre-existing customer records in Fortnox before creating new ones. This diligent check helps to avoid duplication and maintain a clean and accurate customer database.
Should there be any discrepancies or errors during the sync, you will receive an immediate notification within Pipedrive's deal or product notes. For any sync issues, the Replay Unsuccessful Integrations feature is available to seamlessly reinitiate the sync process.
Product Sync is synchronised with each integration cycle, ensuring that any modifications to your products in Pipedrive are immediately and accurately reflected in Fortnox. This feature maintains the integrity of your product data across both platforms in real-time.
A: In the event of a failed integration, the Replay feature is your go-to solution. It allows you to quickly address any issues and retry the integration directly from the deal notes in Pipedrive, ensuring that every invoice is properly accounted for.
Customising search parameters for customer matching is straightforward in the app's settings. You can align Pipedrive deal properties with Fortnox client details to ensure accurate matches. For additional support, our user guide offers comprehensive instructions.