Sync your Sage 100 data with Pipedrive via Commercient SYNC for heightened efficiency and productivity. Enjoy a hassle-free, user-friendly experience.

Enable payments and tracking, Automate my pipeline and data

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Description

Commercient SYNC offers you the ultimate time-saving solution, automating data entry and reducing duplication. It streamlines workflows for your sales, customer service, and marketing teams, granting them easy access to vital customer information and leads.

Our app offers flexible data flow with one-way or bidirectional integration. Seamlessly integrate your ERP data with Pipedrive through Commercient SYNC to enhance efficiency and productivity. Benefit from a hassle-free, user-friendly experience that's fully managed.

With Commercient SYNC you'll gain deeper insights into sales, orders, and invoices, empowering you to monitor performance and make informed decisions as you work towards your sales and company goals.

Sage 100 data into Pipedrive

  • Sync Contacts from Sage 100 as Pipedrive People
  • Sync Customers from Sage 100 as Pipedrive Organizations
  • Sync Sales Invoices or Orders from Sage 100 as Pipedrive Deals
  • Sync Sage 100 Products as Pipedrive Products
  • Attach Contacts and Organizations form Sage 100 into Pipedrive as Deals.

Pipedrive data into Sage 100

  • Sync Pipedrive Organizations as Sage 100 Customers
  • Sync Pipedrive Contacts as Sage 100 Contacts
  • Sync Pipedrive Products as Sage 100 Products
  • Pipedrive Deals in a defined stage as Sage 100 Sales Orders or Invoices

Installation instructions

To set up Sage 100 SYNC follow the steps below:

  1. Connect with one of our integration experts. If you haven't already, just send us an email at [email protected] or fill out this form and we’ll contact you.
  2. After completion of the first step, you will get an email for verification.
  3. You will be required to add an IP address of your server from where sync will run.
  4. Select Pipedrive CRM and click the “Submit” button. This will redirect you to the Pipedrive website.
  5. Click “Allow and Install”. (You need to be logged in your Pipedrive account)
  6. Download the Commercient SYNC agent on the server where Infor is installed.
  7. We will book you a scheduled call with one of our integration professionals. During our setup call, we'll discuss your integration objects, field mappings, and setup project scope to launch your integration app.

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