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Setting up the Pipedrive to Company VAT Integration

Now that you’ve installed the app and connected your accounts, it’s time to configure how information flows between Pipedrive and Company VAT. The quick install already covered the essential settings. With this guide, you will be able to customise your app further if needed.

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To Find the Settings Page

1
Click the Marketplace icon at the top of the page, then click “My Apps”.
Getting Started
2
Click on the Company VAT app.
3
Select “Settings”.
Getting Started
You have arrived at the settings page. The setup process is divided into three main areas:
  1. Customize Mapping
  2. Manage Plan
  3. Bulk Update
Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated.
Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.Advanced integration settings