### Xero Integration Overview
Transform Your Sales-to-Finance Operations

**Features**:
- ✅Automatic Deal to Invoice/Quote Creation
- ✅Financial Metrics
- ✅Replay Unsuccessful Integrations
- ✅Manual Company Creation

**Key Business Benefits**:

 **1. Eliminate Manual Work**
- No double data entry between systems
- Automated organization/person, product and invoice/quote creation

**2. Real-time financial data syncing**
- View booked-invoice data directly in Pipedrive contacts
- Stay Informed and in control

**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**
-  Personalized 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 transform your billing process.

### **Integration features**
- **Automatic Deal to Invoice/Quote Creation:** Transform deals into invoices with real-time updates
- **Financial Metrics**: View Xero invoice details in Pipedrive
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Company Creation**: Create Xero customers from Pipedrive
- **B2C Management:** Convert Pipedrive contacts to Xero customers
- ****Simple Invoicing**:** Create invoices using only deal value
- **Product Sync**: Synchronize products between platforms

Manage contracts

Automate my pipeline and data

Xero

Save loads of manual copy-pasting from one system to another while maximizing the data the sales and marketing persons have from their materials. Seidat&Pipedrive integration will automate all aspects of material creating related to deals.

The integration can be used automatically or manually. 

**Automation**

When the automation is triggered, by either moving a deal to a selected stage or the deal filter is met, the automation will copy and update a template from Seidat with all key information. A link will be created and added to Pipedrive's deal. 

Link opens and eSignature status is tracked and Pipedrive actions are created once there are customer actions.

Your meeting notes are automatically added to the deal from Seidat.  

**Manual**

Your Pipedrive users can copy a presentation and create links to it directly from Pipedrive. They also get all the functionality, like link open tracking, eSign tracking, and automated actions based on the actions as well as automatically updated meeting notes from Seidat.

Qualify my leads

Seidat - Sales Enablement Platform

**Business Central Integration Overview**

Transform Your Sales-to-Finance Operations

**Features**:

- ✅ Automatic Deal to Invoice/Order Creation
- ✅ Financial Metrics within Pipedrive
- ✅ Replay Unsuccessful Integrations
- ✅ Manual Company Creation

**Key Business Benefits:**

**1.Eliminate Manual Work**
- No double data entry between systems
- Automate organisation/person, product and invoice/order creation

**2.Real-time financial-data syncing**
- Stay Informed and In Control
- View booked invoice metrics directly within Pipedrive organization/person

**3.Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal notes

**4.Start with Free Expert Onboarding**
- Personalized setup for your Pipedrive account

**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 transform your billing process.

### **Integration features**

- **Automatic Deal to Invoice/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Business Central booked invoice metrics in Pipedrive
- **Replay Failed Syncs:** Recover unsuccessful integrations
- **Customer and Product sync:** Ensure precise customer and product synchronisation between Pipedrive and Business Central
- **B2C Customer Management**: Convert Pipedrive person/people to Microsoft Business Central customers

Business Central Integration

CaptureFast is the world’s first cloud-based and mobile-first solution for document and data capture. It relieves the inefficiency caused by too many paper documents in business processes and the strong dependence on manual labor.
The CaptureFast mobile app allows users to snap a picture of any paper document and transfer the image to the web-based cloud platform without the need for any special hardware like scanners.
First, create your template from our web-based platform. Then, choose the relevant template for your capture. Snap a picture of your document, and that’s it! Now you are ready to verify the data captured.

**FEATURES OF CAPTUREFAST
**
•	Upload empty document for template creation
•	Choose your template
•	Add templates to favorites
•	Snap a picture of your paper document
•	Preview the capture and retake if necessary
•	Mobile verification of capture
•	Transfer capture to our web-based platform
•	View document/capture history
•	Switch between teams

CaptureFast

Clientjoy's Pipedrive App helps you to directly move your 'Closed Won' Deals in Pipedrive as 'Clients' into Clientjoy. Once a Client is created in Clientjoy, you can log in to Clientjoy and offer a Stellar Client Experience.

It includes:

Ability to build White-Labelled Client Portals that integrate with 1000+ Apps including Click up, Google Data Studio, Airtable, Figma, Canva etc.
Ability to create and send One-Time, Split or Recurring Invoices with Auto-Reminders
Native and Powerful integrations with Stripe, Paypal and Payoneer for Payment Collections
Ability to create and send Documents like Contracts, Proposals, Quotes and Estimates to get them e-Signed

Clientjoy's integration with Pipedrive will help you reduce your Turn around Times across your Client Life-Cycle from Prospect to Payment.

Enable payments and tracking

Clientjoy - Portal for your Clients

Company VAT Lookup integration with Pipedrive can help streamline your sales process by auto-populating company data using VAT number or company name.  

You can map company data for various fields. Specific data fields vary by country. Data fetched from reliable sources can benefit the sales and marketing teams.

### Official Data Sources
[Australia](https://abr.business.gov.au/) | [UK](https://www.gov.uk/government/organisations/companies-house) | [Switzerland](https://www.uid.admin.ch/) | [Finland](https://www.prh.fi/en/kaupparekisteri.html) | [Norway](https://www.brreg.no/) | [Denmark](https://datacvr.virk.dk/data/)

### Key features

1. **Easy Data Updation:** Add all the information about your clients from various countries using the company name or VAT number in just one click.

2. **Bulk Update:** You have the option of updating multiple customer data with organizations in bulk.

3. **Organization Data Update:** Organization data will be automatically added to your CRM when a new organization is created in the VAT Lookup app.

4. **Data from Official Databases:** The Company VAT Lookup app can help you fetch data from authorized public sources and populate your CRM with data.

5. **Custom data mapping:** The mapping window in VAT Lookup allows you to sync the essential organization data with your CRM easily. For this, select the country from the dropdown menu and map appropriate information of a company located there.

Nurture my leads

Company VAT Lookup

### Close More Deals with Docspo
Make a lasting impression on your prospects and close more deals with Docspo. Our app allows you to easily create, edit, and send beautiful proposals and contracts right inside Pipedrive.

## Create Personalized On-Brand Proposals
With Docspo, you can design your documents exactly the way you want them. Choose from our selection of professionally made templates, or create your own using our built-in editor.

## Give Your Clients the Best Buying Experience Possible
Docspo's interactive and responsive documents provide your clients with an engaging buying experience. Features such as pricing tables with selectable packages and adjustable quantities, embedded content like videos, backgrounds, forms, and scheduling forms, make sure your clients stay engaged and interested.

Plus, our documents look great on all devices, automatically adapting to provide the best possible viewing experience.


## Streamline Your Sales Process
Docspo integrates seamlessly with Pipedrive, allowing you to send and track all document notifications without leaving the platform. Dynamic tags automatically import information from your contacts and deals, streamlining your sales process and saving you time.

Take your sales game to the next level. Get started for free by signing up on [https://docspo.com](https://docspo.com).

Docspo - Next Level Proposals with eSign

**Send your documents for electronic signature and track them in real time**

Send your documents and contracts to your customers in a few clicks, directly from Pipedrive. Your prospects can view and sign these documents from any platform and from anywhere. Track the status of your documents in real time from Pipedrive to know if they have opened your email, viewed or signed the document.

**Create and edit your documents directly from Pipedrive**

The integration of Eurosign in Pipedrive allows you to automatically complete your documents with transactional data from your CRM, such as company details, phone number, address... The list of recipients as well as the content of Pipedrive's standard and custom fields will be filled in automatically. Avoid time-consuming tasks!

**Transparent pricing and personalized service**

Eurosign is a solution with competitive rates and high quality service. We are committed to offering a service with prices that are fair and transparent, as well as a personalized and individualized service: our customer support is ultra responsive, available and does everything possible to answer your questions and accompany you according to your needs.

**A fast and secure integration**

The integration between Pipedrive and Eurosign is fast, easy to set up and simple to use with direct access from our cloud application. Once the integration is done and activated, you will only need to create/add your own signature templates.

Eurosign eSignatures

With Lumin, user can create, send and track Lumin contract within Pipedrive, and perform these actions in a contact, company or deal in Pipedrive. You and your team can track the status of contracts without leaving Pipedrive. With this integration you can:
- Create and send contracts to signers within Pipedrive
- Manage contract status in contact, company or deal screen
- View contract history and details like contract status, senders and due dates.

Lumin - Pipedrive integration is the process of connecting Pipedrive with Lumin to enable Lumin share data on Pipedrive.

Support my customers

Lumin

OneNode is a Pipedrive add-on designed to seamlessly **manage your sales documents**—no matter where they’re stored:

- Cloud storage (e.g., SharePoint, Google Drive)
- Other SaaS platforms (invoicing, quoting, contract, project management)
- Pipedrive files

**Is OneNode Right for You?**

If you’re a Pipedrive user seeking a **unified view** of all your sales files and need a simple way to **browse, find, and access documents directly within Pipedrive**, OneNode is your solution.

With OneNode, you can easily link documents to **Organizations, Persons, or Deals**, keeping all your resources in one centralized place.

**How Does OneNode Work?**

OneNode integrates seamlessly with Pipedrive, acting as a guiding layer that enables you to **add, browse, and organize** documents effortlessly. You can also create folders and filters for your sales documents and assets (including URLs) so that everything is easily searchable for you and your team.

OneNode **doesn’t store or duplicate your files**; it saves their “unique coordinates” (metadata) and retrieves them when you need them. It even helps you discover relevant documents shared by your team, making it easier to close deals.

**Why Choose OneNode?**

Unlike other add-ons, OneNode **integrates fully into your Pipedrive environment without requiring complex setups or data syncing**. It simplifies collaboration, keeps you organized, and eliminates the need for complex Document Management Systems.

Manage my accounts

Other use cases

OneNode

**Create and Send deal-winning sales quotes in minutes using our Scaido.io system!**

Scaido.io is a SAAS cloud based quoting platform that helps sales teams to outperform by using a simple, user-friendly estimates editor, templates, and bundles to increase the speed and automation of sales processes.

**Integration features**

- Create Deals in Pipedrive and you can have one ore multiple Estimates attached to this Deal
- When creating an Estimate, you can automatically export Deal Products and Custom fields from Pipedrive to new Estimate.
- Use predefined Estimate Templates
- Download Estimate as a PDF file or a send a trackable Public link

Scaido.io - Quotes and Estimates made fast & easy

## 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.

Connect your favorite tools or easily find new ones

Manage contracts

Can't find the app you need?