Note: This Integration is only available in Portuguese

ContaAzul is an easy-to-use online platform for organizing your business. You can centralize all the information from your business and automate flows.

After closing a sale or a new contract, you need to forward it to the financial department, which might result in delays in your billing process, and even in losing some of the deals. This is where ContaAzul provides a great solution by helping you organize two parts of your business in one go: Sales and finance. So instead of wasting time organizing documents and your company's financials, outbid your competitors in winning new business.

Pipedrive is the optimal tool to monitor your sales process. The integration between ContaAzul and Pipedrive was created for you to connect finance and sales better, working with the same data, avoiding retyping of customer and product information.

The deal marked as “won” in Pipedrive is taken to ContaAzul, where you can issue invoices and tickets and control received payments. For retail, the data is synchronized with inventory control.

To set up the integration, you must have active accounts for both Pipedrive and ContaAzul.

1. Log in to ContaAzul and go to the Integrations section
2. Choose to connect with Pipedrive and provide your account identification and API token
3. Confirm the data and accept the conditions of usage

More information here: https://contaazul.com/pipedrive-integracao/