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Visma e-conomic Integration
Cloudify Aps · Manage contracts · Kostenpflichtig
Convert deals into Visma e-conomic invoices and see customer revenue in Pipedrive. Eliminate errors and save valuable time!
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REVIEWS
2
⌀ RATING
4.5
REVIEWS/TAG
REV/INSTALL
INSTALLS
MOMENTUM
FEATURES · WAS DIE APP KANN
  • Visma e-conomic integration — Easily sync your customer and customer's financial data from Visma e-conomic to Pipedrive organization.
  • Visma e-conomic integration
WETTBEWERB · MANAGE CONTRACTS
AppReviewsRatingMomentum
BoloSign – eSignature and PDF Automation14.0
Business Central Integration15.0
Chaindoc00.0
Click2Contract134.5
ClickSend SMS115.0
Collectdesk00.0
Contract magic by Oneflow for Pipedrive114.0
Contractbook for Pipedrive03.0
🤖 FEATURE-GAP · WO 20 % BESSER
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💰 MONETARISIERUNG · LOHNT DER NACHBAU?
💰 MONETARISIERT
Kostenpflichtig
📈 MOMENTUM
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SCREENSHOTS
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BESCHREIBUNG
## E-conomic Integration Overview Transform Your Sales-to-Finance Operations **Features:** - ✅Automatic Deal to Invoice/Order/Quote Creation - ✅Financial Metrics within Pipedrive - ✅Replay Unsuccessful Integrations - ✅Manual Company Creation **Key Business Benefits:** **1. Eliminate Manual Work** - No double data entry between systems - Automated customer, product and invoice/order/quote creation **2. Real-time financial data syncing** - View e-conomic booked-invoice data directly in Pipedrive contacts **3. Fix failed syncs with "Replay" option** - Update deals and re-sync to reflect changes - Instant notifications for sync actions in deal activities **4. Start with Free Expert Onboarding** - Custom setup for your Pipedrive account. - Custom guidance for your specific needs **Start your free trial with 15 credits today**! [Book a free 30-minute onboarding session](https://meetings.hubspot.com/cloudify/app-assistance), and let us streamline your billing process. ### Integration features - **Automatic Deal to Invoice/Order/Quote Creation**: Convert deals to invoices with real-time updates. - **Financial Metrics**: View Booked e-conomic invoice data in Pipedrive - **Replay Failed Syncs**:Retrigger unsuccessful integrations - **Customer Creation**: Create e-conomic customers from Pipedrive Organizations/People - **B2C Management**: Convert Pipedrive contacts to e-conomic customers. - **Simple Invoicing without products**:Generate invoices from the deal value.
REVIEWS (2)
★★★★★6.12.2024
This plugin is REALLY REALLY good, and there is even personal support option if you run your head against the wall mapping the numerous fields...We are a small business and have saved SO much time....And a new exiting feature is even on the way, where you can actually make the e-conomic invoice from start to finish in Pipedrive... I Cant't wait! ThankYou Sandeep!
★★★★★22.4.2024
As a sales rep, chasing down invoices after closing deals was a constant drag. Since integrating Pipedrive with Visma e-conomic through this app, it's night and day! Invoices fire off automatically when deals close, saving tons of time and ensuring clients get billed fast. Plus, having key financials right there in Pipedrive lets me tailor my approach and close even bigger deals. This app is a game-changer!