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IMPORTANT: Always check the “All” subsection under the History section of your Pipedrive deals to view the status of your integration run.
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 sync
  • View financial information within Pipedrive contacts
  • Track sync-status in your deal notes
Expand the “History” section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice/order/quote attached. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the ‘Replay’ button in the notes to re-run the integration.
Set up triggers for specific deal stages in My apps > Visma e-conomic Integration > Settings > Invoice/Order/Quote
No. The integration only creates a draft invoice/order/quote in e-conomic. It won’t be automatically sent to your customers. You’ll need to send it to your customer manually for now.
No. You can only connect one e-conomic account to one Pipedrive account at a time. However, you can connect a new e-conomic account if needed, by disconnecting the existing e-conomic connection.
You need to manually open each company or people in Pipedrive respectively and click on “Update” in the CRM card.
In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don’t want it). This will ensure that customers and products gets updated in accounting system.
The integration syncs customer and product data from Pipedrive to e-conomic only, not the other way around.
Yes. The integration will create a new customer record in e-conomic using the information from your Pipedrive person/organization added in the deal.
The app provides you three options to choose from if a product from Pipedrive is not found in e-conomic:
  • Take no action by skipping invoice/order/quote generation
  • Choose from a default product that serves as a placeholder
  • Create a new product in e-conomic
To resolve this issue, you need to enable Products in your Pipedrive account:
  1. Click on your profile icon in the top-right corner of Pipedrive
  2. Select “Tools and apps” from the dropdown menu
  3. Click on “Products”
  4. Click the button to enable products for your company
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