Finance Managers streamlining billing processes
Visma e-conomic
Automatic deal to invoice or order creation
Transform Pipedrive deals directly into invoices or orders as per your preference, equipped with real-time status updates in the deal notes.
Financial Metrics
View Booked e-conomic invoice data in Pipedrive
Fix failed syncs with "Replay" option
Bid goodbye to missed invoice integrations with our distinctive Replay feature accessible from the deal notes, ensuring no invoice creation in e-conomic is missed.
Customer Creation
Create e-conomic customers from Pipedrive Organizations/People
FAQ
What exactly does this integration do?
This integration helps you:
Turn your Pipedrive deals into e-conomic invoices, orders or quotes
Keep your Pipedrive and e-conomic product and customer data in syn
cView financial information within Pipedrive contactsTrack sync-status in your deal notes
Can I set up the integration myself?
Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.
Can I choose the e-conomic customer number when creating a customer?
Yes, you have two options: let e-conomic auto-generate the customer number or take the customer number from a field in Pipedrive.
What is the function of the replay feature in the error log?
The replay feature allows you to replay the sync process directly from within Pipedrive after you've corrected any error that caused the initial sync to fail.
