Moneybird
freeinteractive features

Moneybird

by KoppelHet

freeinteractive features
freeinteractive features

Maak het aanmaken van je contacten en facturen super eenvoudig met de koppeling tussen Moneybird en Pipedrive

Communicate with leads, Enable payments and tracking, Manage my accounts

App screenshot
App screenshot
App screenshot
App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

This app is focussed on the Dutch market as Moneybird is also focussing on the Dutch market. English description below.

Pipedrive koppeling met Moneybird?

Moneybird is een online boekhoudprogramma voor ondernemers. Het streeft ernaar om boekhouden zo eenvoudig mogelijk te maken.

Waarom Moneybird integreren met Pipedrive?

  • Met 1 muisklik een factuur aanmaken in Moneybird vanuit Pipedrive
  • Overzicht van alle factuurhistorie uit Moneybird in Pipedrive
  • Automatisch contacten en organisaties omzetten naar contacten in Moneybird.
  • Voorkom fouten door middel van automatische gegevensuitwisseling.
  • Configureer zelf welke velden je wilt synchroniseren.

English: description

Moneybird is an online accounting program for entrepreneurs. It aims to make accounting as simple as possible.

Why integrate Moneybird with Pipedrive?

  • Create an invoice in Moneybird with just one click from Pipedrive.
  • Overview of the Moneybird invoice history in Pipedrive
  • Automatically convert contacts and organizations to contacts in Moneybird.
  • Prevent errors with this automatic workflow
  • Configure which fields you want to synchronize yourself.

Features

Panels

Panels

Instantly see and interact with Moneybird as you dive into the details of your deals/contacts in Pipedrive.

Moneybird facturen

Locations:deal detailsperson detailsorganization details

Overzicht van gerelateerde Moneybird facturen

Actions

Actions

Kick off related actions in Moneybird as you work with your deals, contacts and/or activities in Pipedrive.

Synchroniseer naar Moneybird

Locations:person detailsorganization details

Synchroniseer contact of organisatie naar Moneybird

Credit factuur

Locations:deal details

Maak o.b.v. de bestaande factuur een creditfactuur aan in Moneybird

Factuur

Locations:deal details

Verzend een factuur o.b.v. de dealgegevens uit Pipedrive

Installation instructions

Dutch

  • Volg de installatie-instructie via op KoppelHet.nl.
  • Test of de koppeling werkt zoals je verwacht
  • Geniet van het gemak van de koppeling met Moneybird

English

  • Follow the installation instructions at KoppelHet.nl.
  • Test if the link works as you expect.
  • Enjoy the convenience of the connection with Moneybird.

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