With the Pipedrive - QuickBooks integration app, you can spare the endless email communication with your accountants as well as the switching between the Pipedrive and QuickBooks apps by creating invoices from Pipedrive’s deal details view. 

- Invoice creation and sending
- Contacts creation/link to QuickBooks contacts
- Automatic Products creation/link to QuickBooks products
- Pulling invoices from QuickBooks into Pipedrive
- Aggregated invoicing data by contact
- Updated statuses on invoices

Discover how the app can help you by giving you the necessary information to streamline your sales process and close deals faster!

**Note**: QuickBooks API only allows one active connection at a time per account. Therefore, only one user can install it in Pipedrive.

Enable payments and tracking

QuickBooks

Stripe is a technology company that builds economic infrastructure for businesses of every size, from new startups to public companies. Using our Stripe for Pipedrive extension lets you manage Stripe customers and their payment records from your Pipedrive account.

1. View the invoices created for a particular customer inside your Pipedrive account
2. Sync your Stripe customers to Pipedrive 
3. Aggregated invoicing data by contact
4. Updated statuses on invoices
5. Pull invoices from Stripe in to Pipedrive
6. Send online invoices to customers and get updated when they’re opened

Stripe for Pipedrive

Easily synchronize Xero and Pipedrive records bi-directionally. Easily access quotes, invoices, and payments directly within Pipedrive, eliminating the need to log in to Xero and toggle between apps. With SyncQ, your Pipedrive records are instantly synced with Xero, mitigating the discrepancies caused by manual entries and enhancing business efficiency. Embrace business process automation to streamline operations.

&#x2713; Automatically Synchronize Xero Transactions with Pipedrive

&#x2713; Synchronize Quotes, Invoices, and Payment History with Organizations and People in Pipedrive

&#x2713; Instantly synchronize data both ways

&#x2713; Synchronize Pipedrive Records with Xero Contacts, Quotes, Invoices, and More

&#x2713; Track sales trends and receivables within Pipedrive

&#x2713; Customizable mapping  to suit your business requirements

&#x2713;  Utilize a single Deal for multiple Quotes/Invoices to enable Progressive Billing

&#x2713; Email quotes and invoices can be sent out directly from Pipedrive

&#x2713; Connect multiple Xero companies

&#x2713; PDF format for Quotes and Invoices (SyncQ license required for viewing)

Xero Business Team Automation - SyncQ

**FastBill is a German bookkeeping tools which covers the needs of the German speaking market. Therefore, the following description is not translated to English.**

FastBill automatisiert tägliche Abläufe und bringt Ordnung in Rechungen, Belege und Banking. 

Mit der Schnittstelle zwischen Pipedrive und FastBill ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/schnittstelle-fastbill-mit-installationsanleitung) und auch einen  Link, um **FastBill** zu **testen**:

Manage contracts

Manage my accounts

Fastbill von PD-Experts

## Pennylane x Pipedrive, la finance enfin au coeur de votre CRM

Améliorez la productivité de vos équipes commerciale et finance en connectant Pipedrive et [Pennylane](https://www.pennylane.com/fr/).

Devis, facturation et suivi des ventes sont enfin accessible à votre équipe Sales depuis Pipedrive ! 

- Transformez vos affaires gagnées en factures sans quitter Pipedrive.
- Envoyez les factures à vos clients depuis Pipedrive
- Créez vos client Pennylane automatiquement lors de la création des devis et factures
- Suivez vos factures Pennylane et leur statut de paiement au quotidien depuis Pipedrive

Diminuez le délai d'encaissement grâce à un processus de devis/facturation efficace !

## Pennylane

Pennylane est le seul outil qui réunit tout ce dont votre entreprise à besoin : 
- Facturation simplifiée
- Gestion des achats
- Compte & carte pro
- Trésorerie en temps réel
- Comptabilité complète
- et bien plus encore grâce à des centaines d'intégrations possibles !


**Pas encore client Pennylane ? [Contactez-nous](https://heybilly.io/contact) pour une démonstration personnalisée de Pennylane et des possibilités de l'intégration**

-----

*Disponible uniquement en France / Available only in France*

*Cette application est exclusivement conçue pour le marché français et est uniquement disponible en langue française. Veuillez noter que l'assistance et les fonctionnalités peuvent être limitées si vous utilisez l'application en dehors de la France.*

Automate my pipeline and data

Pennylane

The Microsoft Business Central Integration seamlessly connects Pipedrive with Microsoft Business Central, enabling automatic syncing of customers, products, invoices/orders and updating sales data in real time. You can view the organisation's financial details in the custom panel of Pipedrive and create invoices/orders in Microsoft Business Central when a deal stage changes in Pipedrive. The advantages include real-time data updates, a replay option for failed syncs, flexible field mappings, and tailored sync rules.

### What’s New?

- **Easy B2C Customer Management:** Convert your Pipedrive person/people into new customer entries in Microsoft Business Central, streamlining your CRM and accounting processes.
- **Simplified Invoicing:** Our integration allows invoice creation using only the deal value, eliminating the need to specify individual products.

### 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:** View the financial metrics of organizations that include invoice details directly in Pipedrive from Microsoft Business Central under the Organisation page.

3. **Replay Unsuccessful Integrations:** Our Replay feature for failed syncs, accessible from the deal notes, ensures you never miss an invoice integration.

4. **Manual Company Creation:** Manually create or update organisations from Pipedrive as customers in MSBC.

Business Central Integration

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click. 

- Bulk import Bexio contacts and organisations to Pipedrive or vice versa
- Contact name, email and phone is transferred
- Organisation name, email, phone number and address is transferred

*Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.*


**Looking for more?**
At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at pipedrive.bexio@what.digital

Other use cases

Bexio Pipedrive Data Transfer App

**About**

*Paycove is a 5 star rated app that streamlines and automates your account receivables workflow. In addition to Pipedrive, Paycove integrates with Xero, Quickbooks, Stripe, Zapier and more.*

### **Docs & Quotes**

Streamline document preparation and quotation processes, enhanced with seamless e-sign integration.

### **Invoices & Payments**

Facilitate effortless billing and payment collection, incorporating real-time transaction notifications.

### **Reporting & Analytics**

Harness the power of data with comprehensive reporting tools, enabling data-driven decision-making.

### **Collections**

Optimize your revenue recovery with our advanced collections tools, ensuring timely payments.

### **Global Tax & Accounting**

Stay compliant effortlessly across borders with automated tax calculations and bookkeeping. Quickbooks & Xero integrations allow you to automatically sync your quotes, invoices and payments.

Paycove

Automatically Sync QuickBooks online records with Pipedrive and vice versa. View estimates, invoices, payments and sales receipts directly in Pipedrive. No need to log in to QuickBooks. SyncQ instantly syncs your Pipedrive records with QuickBooks! 

SyncQ – approved by QuickBooks Intuit. Intuit regularly evaluates the security to support small businesses and individual business owners.   Helping them to save time and money by elevating the level of their accounting operations.

Manual entry in Pipedrive and QuickBooks leads to mismatched data and slows down business operations. Business process automation helps to prevent that. Customers usually prefer automated to manually created billing.

&#x2713; Automatically sync QuickBooks transactions with Pipedrive

&#x2713; Estimates, invoices and payments history synced with Pipedrive organizations/People

&#x2713; Instantly sync data both ways

&#x2713; Sync Pipedrive records with QuickBooks customers, vendors, invoices, bills and more

&#x2713; Track sales trends and receivables in Pipedrive

&#x2713; Customizable mappings based on business need

&#x2713; One deal to multiple estimates/ invoices for progressive billing

&#x2713; Email estimates and Invoices to customers from Pipedrive

&#x2713; Connect multiple QuickBooks companies

&#x2713; PDF Estimates & Invoices (license required)

QuickBooks Business Team Automation - SyncQ

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.

Visma e-conomic Integration

Danish CVR Lookup integration enhances your Pipedrive CRM by automating organization data management and streamlining lead generation. Simply search using CVR numbers, company names, or leverage our advanced search filters to find and add Danish organizations to your CRM.

Get instant access to verified company data including:

- Detailed company information
- Financial data from the last three years
- Address and contact information

Data is fetched directly from Virk.dk, Denmark's official business database, ensuring reliability and accuracy for your sales and marketing teams.

**What's New:**

**Find Leads Option:** Discover potential clients using advanced filters:

- Location (postal code/municipality)
- Employee count
- Industry type
- Organization status

**Global Search:** Quick organization search using names or CVR numbers.

**Contact Sync:** Automatically create associated contact records when adding organizations.

### Key features
1. **Easy Data Updates:** One-click organization data import using CVR number or name
2. **Financial Insights:** View three years of financial history for organizations
3. **Bulk Updates:** Update multiple organizations simultaneously
4. **Automated Data Entry:** Auto-populate CRM fields when creating new organizations
5. **Official Data Source:** Direct integration with Virk.dk for accurate information
6. **Custom Mapping:** Flexible field mapping for organizations and contacts

Nurture my leads

Danish CVR Lookup

- Experience the power of **comprehensive analytics** with our cutting-edge solution.
- Gain invaluable **insights into leads and deals** statistics, enabling strategic decision-making.
- Take **control of costs and revenue** effortlessly
- Connect your Pipedrive account with your advertising accounts in minutes. For better management of leads and customers in your ad units. 
- Easily **create, manage, and monitor budgets**
- **Analyze current and past leads/deals** to fuel data-driven strategies
- Evaluate **manager performance** to **optimize effectiveness**, ensuring your company stays steps ahead in the competitive landscape.
- And of course, receive **analytics** that will accurately reflect how **successful** you are.

Connect your favorite tools or easily find new ones

Enable payments and tracking

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