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Setting Up the Pipedrive to e-conomic Integration

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

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Finding the Settings Page

1

Click the profile icon

Click the profile icon situated on the right side of the screen.
Click the profile icon on the right side of the screen
2

Open Tools and Apps

Click Tools and Apps.
Click Tools and Apps
3

Go to Marketplace Apps

Click Marketplace Apps on the left side of the screen.
Click Marketplace Apps in the left sidebar
4

Open the app menu

Click the three dots beside the Pipedrive e-conomic app.
Click the three dots beside the Pipedrive e-conomic app
5

Open Settings

Click Settings.
Click Settings in the dropdown menu
6

You've arrived

A Sync Settings dialogue box will open where you can make changes according to your requirements.
Sync Settings dialogue box is now open

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The Setup Process

The configuration is divided into three main areas. Each plays a crucial role in determining how your data is synchronized and how your business processes are automated.

Customer Settings

Configure how customer data is synced between Pipedrive and e-conomic.

Product Settings

Define how products are mapped and synced across both platforms.

Invoice/Order Settings

Control how invoices and orders are generated and managed.
Let’s start by looking at the Customer Settings.
Got unique integration needs? Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes. Learn more about Advanced Integration Settings