The Visma e-conomic Integration app seamlessly connects Pipedrive with e-conomic, automatically syncing customers, products, and invoices/orders and updating sales data in real-time. Directly view financial details of organisation in the custom panel of Pipedrive, and create invoices/orders in e-conomic when a deal stage changes.

What’s New?

• Easy B2C Customer Management: Convert your Pipedrive contacts into new customer entries in e-conomic, streamlining your CRM and accounting processes.
• Simplified Invoicing: Our integration allows for invoice creation using only the deal value, eliminating the need to specify individual product.

Key Features

1. Automatic Deal to Invoice or Order Creation: Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.
2. Financial Metrics Overview: You can view the financial metrics of organizations that include invoice details directly in Pipedrive from e-conomic under Organization tab.
3. Replay Unsuccessful Integrations: Our Replay feature, accessible from the deal notes, ensures you never miss an invoice integration again.
4. Manual Company Creation: Step up your data management game by manually creating or updating organizations from Pipedrive as customers in e-conomic.
5. Product Sync: Elevate your product management efficiency with seamless synchronization of product data from Pipedrive to Visma e-conomic with each integration cycle.

1. Click Install Now.
2. Click Start
3. Link your e-conomic account by inputting your credentials.
4. Click Continue.
5. Choose your subscription plan and click Next
6. Prepare Invoice or Order Creation Rules. In this, you have to Add a pipeline, select a deal stage and choose order/invoice creation. Click Next.
7. On the next stage, you have to set Customer Synchronization Preferences. On the same page, you can select B2C option (a new feature added). Click Next.
8. The next step is to select Product Sync Rules, which can be Simple Search or Direct Link as per the requirement. Furthermore, you have the option to sync deals without products by just using deal value. You can also select a default product to add over all discount as a line item. Click Finish.

For a detailed setup guide, click here.

For assistance, please reach out to us at [email protected] or schedule a meeting, and our team will reach out to you.You can also find more information about this Pipedrive Visma e-conomic integration on our website page.