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

Mit Lexware hat man Angebote, E-Rechnungen und die Buchhaltung in wenigen Minuten erledigt. Alle Daten sind smart verknüpft und somit jederzeit verfügbar. Optimal mit Lohnabrechnung und Geschäftskonto

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

[Hier finden Sie **weitere Informationen zu Lexware**](https://pd-experts.com/lexware-testen/) 

[Hier finden Sie **weitere Informationen zur Schnitstelle**](https://pd-experts.com/integration-pipedrive-lexware/) 

[Hier Lexware **kostenlos testen**](https://go.lexware.de/awin/?cid=1000&amp;pid=1000&amp;pdata=13787-900761&amp;utm_medium=affiliate&amp;utm_source=13787-1754133488&amp;utm_campaign=affiliate-awin&amp;sv1=affiliate&amp;sv_campaign_id=900761&amp;awc=13787_1754133488_4af0aefea24bb24241983b61227373c6&amp;em_src=affiliate&amp;em_cmp=13787-1754133488/affiliate/affiliate-awin//)

**Hinweis**: Wir empfehlen für die Verwendung (genau wie Pipedrive - [siehe hier](https://support.pipedrive.com/de/article/which-browser-is-best-for-pipedrive)) Chrome oder Edge (und zur Not auch noch Firefox).

Manage contracts

Enable payments and tracking

Automate my pipeline and data

Manage my accounts

Support my customers

Other use cases

Lexware Schnittstelle von PD Experts

For multi-location businesses that bill high-ticket items over time.

Paycove turns the Pipedrive deal into the quote, the invoice and the payment plan. It charges on schedule, retries declined cards, and recovers the card fee where your state allows it. Each location's money lands in its own Stripe account and its own QuickBooks Online or Xero file.

Career schools, clinics, coaching and certification programs have collected $400M+ through Paycove since 2017.

**What the integration does**

• **Plans built from the deal.** Move a deal into a stage you've set up and Paycove builds the quote, invoice or payment plan from its fields and products, and adds a note with the link.

• **Plans that run themselves.** A deposit plus scheduled charges. Customers can also build their own plan inside the rules you set: minimum down, number of payments, fees.

• **Declined cards retried, ACH offered.** You hear about a payment only if it stays open.

• **Card fees recovered.** Where your state allows it, a disclosed surcharge is added at checkout, with ACH beside it at no card fee. It posts to the books as its own line.

• **Each location's money in its own account.** Every location gets its own template, Stripe account and QuickBooks Online or Xero file, run from one Pipedrive company account.

• **The deal stays current.** Each payment updates the deal, and a paid deal moves to your final "Paid" stage.

• **Quotes signed online.** Customers e-sign before the first payment.

Paycove

## 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.*

Pennylane

**Send winning sales quotes in minutes using our proven quoting system!**

[Quoter ](https://www.scalepad.com/quoter/?utm_source=pipedrive&amp;utm_medium=referral)is a modern, cloud-based quoting platform that helps businesses save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs, CRMs, distributors and accounting tools.

**Integration features**

- When creating a Quote in Quoter, you can search for an existing Pipedrive contact and deal or create new ones automatically
- When a Quote is created or updated, the Pipedrive deal will be updated with the value of the Quote
- When a Quote is won or lost, Quoter will update the status of the Pipedrive deal according to the mapping you configure.

Learn more about this integration:
[www.scalepad.com/quoter/integrations/pipedrive](https://www.scalepad.com/quoter/integrations/pipedrive/?utm_source=pipedrive&amp;utm_medium=referral)

Request your demo today:
**[www.scalepad.com/quoter/demo](https://www.scalepad.com/quoter/demo/?utm_source=pipedrive.com&amp;utm_medium=referral)**

Quoter

Sally is your AI-powered meeting assistant that captures conversations, turns them into accurate transcripts, and generates clear, actionable summaries. Instead of spending time writing notes or manually updating CRM records, Sally keeps everything organized so your team can stay focused on selling.

With this Pipedrive integration, you can instantly send key insights, decisions, and action items from any meeting directly into your deals or contacts. Sally highlights the most important information and enables you to push it into Pipedrive with a single click, ensuring your pipeline stays current and nothing gets lost between calls.

Whether you’re running discovery calls, internal handoffs, or customer check-ins, Sally gives you a reliable written record of every conversation. Your team gains consistent documentation, faster follow-ups, and a clear understanding of what needs to happen next.

Manage my projects

SallyAI

- Close deals remotely, quickly, securely and with fewer admin steps
- Send agreements for signature directly from Pipedrive, sign on any device: Phone, laptop, or tablet
- Delight your clients with your branded signing experience
- Monitor real-time status of documents in progress
- Connect signed documents to Pipedrive automatically
- Integrated eID to authenticate your signatories' identity, with coverage in Sweden, Norway, Finland, Denmark, Belgium, Germany, the Netherlands and globally with Onfido

Scrive

Generate documents based on your Pipedrive deals and send them out for fast and secure eSigning.

Build documents: Create new documents based on data from your Pipedrive deals.

Send out documents directly from your deals: Send your documents quickly to every contact linked with your deal.

Save time by adding data (like pricing, contact-info, product data, etc.) directly from Pipedrive into your documents.

Track your documents without leaving Pipedrive: You can follow the status of your sent documents in your deals to see exactly when someone opens your email, views the document and signs it.

Improve your communication: Chat with clients directly on the documents. Plus, record and send personalized videos straight from the app.

Quick and easy to get started. No technical knowledge needed.

Simple Sign

**Spruce makes running a heat pump business simpler, faster, and more scalable.**

Instead of juggling clunky tools and drowning in admin, Spruce gives installers one seamless platform to manage everything—from first enquiry to final handover.

✅ Respond to leads in minutes, not days

✅ Turn surveys into full system designs in under 20 minutes — while still onsite

✅ Generate detailed heat loss reports and MCS-compliant proposals in a click

✅ Automate DNO, MCS, and handover packs

✅ Collaborate with your whole team in real-time

Installers using Spruce cut their admin by 50–70%, freeing up time to focus on what really matters: delivering great installs and growing their business.

We’re here to remove the friction, so heat pump installers can lead the UK’s transition to low-carbon heating—without all the hassle.

Using Pipedrive integration, you can connect Spruce and Pipedrive accounts to receive updates about Spruce jobs. This includes events like:
- A new job created
- Job status has changed
- Job Estimate was sent, opened, signed, etc.
- A document like heat loss report, quote, proposal or handover pack was opened, downloaded, opened, etc.
- And more!

Qualify my leads

Communicate with leads

Spruce

### Verimor SMS ve Bulutsantral Entegrasyonu

  Verimor entegrasyonu, Pipedrive'ı Türkiye mevzuatına uyumlu bir iletişim merkezine dönüştürür. BTK lisanslı telekomünikasyon operatörü
  Verimor, satış ekiplerinin müşterileriyle doğru zamanda ve doğru kanaldan iletişim kurmasını sağlar.

  Pipedrive'daki her önemli olayda otomatik SMS gönderin: yeni kişi, fırsat oluşturma, kazanma/kaybetme, aktivite ve not güncellemeleri anında
  müşteriye bildirilir. İsim, fırsat başlığı ve tutar gibi dinamik alanlarla kişiselleştirilen şablonlar sayesinde her mesaj profesyonel ve
  markanıza uygundur.

  Pipedrive kişilerinizi tek tıkla Verimor rehberine aktarın, kayıtları güncelleyin ve gruplandırın; SMS kampanyalarınızı zahmetsizce yönetin.

  Türkiye'de ticari elektronik ileti için zorunlu olan İYS (İleti Yönetim Sistemi) uyumu entegrasyonun merkezindedir. Onay durumlarını otomatik
  aktararak yasal yükümlülüklerinizi yerine getirir, olası cezaların önüne geçersiniz.

  Verimor bulutsantral altyapısıyla çağrı kayıtlarınızı kişi kartlarına işleyerek tüm iletişim geçmişinizi tek ekranda toplarsınız.
  Süreçlerinizi hızlandırın, müşteri memnuniyetini artırın.

  Not: Bu entegrasyon yalnızca Türkiye pazarına yöneliktir; arayüz ve hizmet desteği yalnızca Türkçe sunulur.

Verimor SMS & IYS

## 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.

Visma e-conomic Integration

WBudget is a complete system for vendors and service providers to automate their business proposal generation processes.
With just a few clicks, you can set up or copy your items, customers and businesses from Pipedrive and create professionally formatted proposals in PDF format. Then, create an access link and let your customers view, approve and sign them.

WBudget

Zig is an AI sales execution platform that helps revenue teams remove repetitive admin work and keep every deal moving inside Pipedrive.

With the Zig and Pipedrive integration, teams can connect their CRM data, sales activities, inbox signals, and deal context so Zig can understand the current state of each opportunity. Zig then helps automate the operational work that usually slows sales teams down, such as activity logging, follow-up reminders, contact enrichment, CRM updates, and surfacing the next best action for each deal.

Instead of forcing reps to switch between multiple tools or manually update records, Zig works alongside Pipedrive to keep pipeline data cleaner, more accurate, and easier to act on. Sales reps can spend less time maintaining CRM hygiene and more time having meaningful conversations with prospects and customers.

For managers, the integration improves visibility into what is happening across the pipeline. Deal activity, follow-ups, and execution signals become easier to track, helping teams reduce missed opportunities, improve follow-through, and maintain a CRM that better reflects reality.

Zig is useful for teams that want Pipedrive to remain their central sales system while adding an AI execution layer that helps sales work happen faster, more consistently, and with less manual effort.

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Manage contracts

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