Fortnox Integration
interactive features

Fortnox Integration

by Cloudify

interactive features
interactive features

Instantly create customers, products, and invoices/orders in Fortnox integration after every deal won in Pipedrive. Avoid errors and save time!

Manage contracts, Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

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

Key Features

  1. Automatic Deal to Invoice or Order Creation: Transform Pipedrive deals directly into invoices or orders, equipped with real-time status updates in the deal notes.

  2. Financial Data Update: Updating financial data of organizations that includes invoice details directly in Pipedrive from Fortnox with a mere click using the custom panel.

  3. Replay Unsuccessful Integrations: Bid goodbye to missed invoice integrations with our distinctive replay feature accessible from the deal notes.

  4. Manual Company Creation: Step up your data management game by manually creating or updating organizations from Pipedrive as customers in Fortnox.

  5. Product Sync: Elevate your product management efficiency with seamless product synchronization from Pipedrive to Fortnox with each integration cycle.

  6. Personalized Sync Setup: Customize the sync experience with intuitive preferences and field mapping options allowing for an integration setup that mirrors your business needs perfectly.

Features

Panels

Panels

Instantly see and interact with Fortnox Integration as you dive into the details of your deals/contacts in Pipedrive.

Fortnox Sync

Locations:organization details

Fortnox Sync

Locations:person details

Installation instructions

Here's a simple guide to setting up the Fortnox Integration:

  1. Click Install Now and proceed to the authorization screen Choose the Pipedrive account for installation and authorize the app access. Click Allow and Install.

  2. After successful authorization, you'll be directed to the Fortnox authentication page. Click Connect Fortnox to link your account, login to your Fortnox account and connect.

  3. Select your preferred subscription plan. The trial plan is selected as the default plan. It is free with 15 credits and with no time limit. You can easily upgrade to the paid plan by clicking Manage plan inside the app settings.

  4. Customize your customer, product and invoice sync settings according to your requirements.

  5. Review the workflow steps on the final screen. Click Finish to complete the installation process.

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 Fortnox integration on our website page.

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