## 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.

Manage contracts

Automate my pipeline and data

Visma e-conomic Integration

Whalesync enables you to two-way sync Pipedrive with other apps like Airtable, Notion, Postgres, & more. Unlike most integration apps that offer one-way automations, Whalesync lets you truly, bi-directionally connect your data.

**Two-way sync**

Automation tools like Zapier are great for simple, one-way if-this-then-that workflows. Unlike most tools, Whalesync is built to handle true, two-way sync across Pipedrive and other apps.

**Instant updates**

Unlike most integration tools that work on a timer (e.g. once every 10 minutes), Whalesync syncs updates instantly. As soon as we notice a change in Pipedrive we sync it or vice versa.

**Supported Connectors**

Two-way sync Pipedrive with:

- Airtable
- Postgres
- Notion
- Salesforce
- HubSpot
- & more

**Supported Objects**
- Deals
- Organizations
- Persons
- Activities
- Stages
- Leads
- Users
- Pipelines

**Security**
Whalesync is SOC 2 certified and GDPR compliant. You can read more about our enterprise-grade security practices here: https://security.whalesync.com

Manage my projects

Whalesync

ZBrain's AI Copilot for Sales is an integrated AI solution designed to enhance your sales process within Pipedrive. With four key features, AI Copilot for Sales boosts sales team productivity, empowering your team to drive more sales.

**Generate Executive Summary:** It automatically creates the executive summary of each deal by reviewing past activities, notes, deal history, and emails sent and received. The summary includes key events and understanding of the deal.

**Identify Issues:** It identifies gaps and issues by reviewing deal details, meeting notes, deliverables, and all historical data for a deal. It includes specifics on what went wrong and what parties are involved. It helps the team identify and fix any communication gaps.

**Suggest Next Best Action:** It suggests the next best action item by looking at the latest activity and data in Pipedrive. A suggested action could be sending an email, drafting a document, making a phone call or any other step you use in your organization. It also drafts the agenda or content of the suggested action item.

**Fine-tuning of LLM for each organization:** Using the Zbrain enterprise plan, an organization can use a proprietary fine-tuning model built for them and hosted in a private environment.

Immediately increase the sales team's productivity by giving them immediate access to the deal summary, insights and drafted content for the next best action item.

Nurture my leads

Other use cases

ZBrain AI Copilot for Sales

With zzBots, you can integrate and sync Pipedrive with all of your other apps using pre-built Bot Packs and customized bots.

zzBots allows you to fully 2-Way Sync your Pipedrive deals, activities, contacts, and leads with your calendars, task managers, CRMs, and so much more.

Bot triggers are instant, or real-time, and they include new, updated, and deleted deals, activities, contacts, leads, or notes.

Bot actions include getting, adding, updating, and deleting leads, deals, activities, contacts, leads, or notes.

Apps that you can integrate with Pipedrive using zzBots include Outlook Calendar, Google Calendar, Apple iCloud Calendar, Todoist, Asana, Airtable, Slack, Mailchimp, Google Sheets, Zoho CRM, Trello, Evernote, Google Contacts, ClickUp, and many more.

Qualify my leads

zzBots

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

Outfunnel's 2-way Pipedrive and ActiveCampaign sync provides a continuous and seamless contact and engagement sync that can be set up in minutes. 

It covers all critical use cases and workflows that are not handled well by generic integration platforms or even native integrations. 

**Automatic and seamless 2-way contact sync**
- Sync all Pipedrive contacts or a subset(s) you define with filters to a ActiveCampaign List and keep the two databases in sync going forward.
- Record new ActiveCampaign subscribers to Pipedrive when they sign up or only when they engage with your emails.
- Built-in deduplication logic
- Error detection with a detailed log

**Powerful field mapping**
- Map all popular field types, including custom fields so that if a field is updated in Pipedrive, it is updated in ActiveCampaign automatically.
- Sync data to ActiveCampaign tags

**Give sales context with ActiveCampaign engagement**
- Record email engagement like opens, clicks, bounces or unsubscribes from any ActiveCampaign campaign type to Pipedrive contact, organization, and deal profiles as activities, notes, field updates, or deals.
- Sync historical engagement

Try free for 14 days.

Communicate with leads

Manage my accounts

ActiveCampaign 2-Way Sync

**Brevo (formerly Sendinblue)'s all-in-one digital marketing platform can be leveraged to its full potential when integrated with Pipedrive via Make.** 

With the Pipedrive and Brevo integration, you can:

- Automate email marketing campaigns, track customer behavior and improve sales strategies. 
- Create personalized email campaigns that resonate with your customers.
- Track customer interactions and use the data to refine your sales strategies. 
- Automate data transfer between Pipedrive and Brevo, ensuring your teams always have the most up-to-date information.	


[More templates](https://www.make.com/en/integrations/sendinblue/pipedrive)

Brevo (formerly Sendinblue)

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

Outfunnel's 2-way Pipedrive and Brevo sync provides a continuous and seamless contact and engagement sync that can be set up in minutes. 

It covers all critical use cases and workflows that are not handled well by generic integration platforms or even native integrations. 

**Seamless 2-way contact sync**
- Sync all Pipedrive contacts or a subset(s) you define with filters to a Brevo List and keep the two databases in sync going forward.
- Sync contacts from Brevo to Pipedrive or even set up a 2-way contact sync
- Built-in deduplication logic
- Error detection with a detailed log

**Powerful and smart field mapping**
- Map all popular field types, including custom fields so that if a field is updated in Pipedrive, it is updated in Brevo automatically.
- Both contact and organization fields are supported

**Give sales context with Brevo engagement**
- Record email engagement like opens, clicks, bounces or unsubscribes from Brevo campaigns to Pipedrive contact, organization, and deal profiles as activities, notes or field updates

Try free for 14 days.

Brevo 2-Way Sync (formerly Sendinblue)

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

**Sync Calendly attendees to Pipedrive as contacts**
- When someone books an event in Calendly, their data is synced over to Pipedrive.
- Map Calendly fields to Pipedrive custom fields. All popular field types are supported. 

**Record Calendly meetings as Activities in Pipedrive**
- Calendly events get recorded as Activities and automatically linked to open Deals. 
- Easily filter Calendly meeting Activities for reporting and planning follow-ups.
- See what pages your leads visit with Web Visitor Tracking. 
- Automatically record lead source and UTM tags in Pipedrive.
Calculate lead scores based on Calendly meetings booked or other activities marked in Pipedrive.

Try free for 14 days.

Attract new leads

Calendly Sync

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

**Automatic and seamless contact sync**
- Sync all Pipedrive contacts or a subset(s) you define with filters to a Facebook Custom Audience and keep the two databases in sync going forward.
- Built-in deduplication logic
- Error detection with a detailed log

Try free for 14 days.

Facebook Custom Audience

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

Outfunnel's 2-way Pipedrive and Mailchimp sync provides a seamless contact and engagement sync that can be set up in minutes. It covers all critical use cases and workflows not handled well by generic integration platforms or native integrations. 

**Seamless 2-way contact sync**
- Sync all Pipedrive contacts or a subset(s) you define with filters to Mailchimp and keep the two databases in sync.
- Sync contacts from Mailchimp to Pipedrive or even set up a 2-way contact sync
- Record new Mailchimp subscribers to Pipedrive when they sign up or when they engage with your emails.
- Built-in deduplication logic
- Easy to monitor sync progress and keep an eye on any issues.

**Powerful field mapping**
- Map all popular field types, including custom fields so that if a field is updated in Pipedrive, it is updated in Mailchimp automatically.
- Both contact and organization fields are supported
- Sync data to Mailchimp tags

**Give sales context with Mailchimp engagement**
- Record email engagement like opens, clicks, bounces, or unsubscribes from any Mailchimp campaign to Pipedrive contact, organization, and deal profiles. 
- Customize how you'd like to see email engagement synced to Pipedrive: as activities, notes, or field updates. 
- Sync historical engagement

Try free for 14 days.

Mailchimp 2-Way Sync

**Leverage MailerLite’s intuitive email marketing tools to their full potential by integrating them with Pipedrive via Make.**

This integration allows you to automate your email marketing campaigns, track customer behavior, and improve your sales strategies. With MailerLite, you can create personalized email campaigns that resonate with your customers. When integrated with Pipedrive, you can track these interactions and use this data to refine your sales strategies.

This integration also allows you to automate the transfer of contact data between Pipedrive and MailerLite, ensuring your teams always have the most up-to-date information.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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