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.

Manage contracts

Enable payments and tracking

Clientjoy - Portal for your Clients

### Maximize Efficiency with faktoora's Advanced Electronic Invoice Handling

Disclaimer: faktoora.com is only available in German at the moment.**

**Revolutionize Invoicing:** Integrate Faktoora with Pipedrive for an advanced electronic invoicing experience. Streamline your processes with compliant, efficient, and easy-to-manage invoices.

**Benefits of Electronic Invoicing:** Transition to electronic invoices and witness a reduction in errors and faster payment cycles. Our platform adheres to international standards like EN16931 and ZUGFeRD, guaranteeing compliance and efficiency. Electronic invoicing with faktoora means enhanced security, reduced costs, and a greener footprint.

**Seamless Synchronization:** Say goodbye to manual data entry. Synchronize your CRM data effortlessly with Faktoora, ensuring that customer details are always up-to-date.

**Empowered Financial Oversight:** Our advanced liquidity management tools provide a comprehensive view of your finances. Track payments and manage the entire lifecycle of your invoices with ease. The result is improved cash flow management and informed decision-making.

Choosing faktoora means embracing a future where invoicing is no longer a chore but a seamless, integrated aspect of your business workflow. With our solution, experience the power of advanced electronic invoice handling and take your financial operations to the next level.

Automate my pipeline and data

Manage my accounts

faktoora

HOW IT WORKS: It's simple! You will set up a document (or template) in Formstack Documents, integrate it with Pipedrive to send your data to that document and we’ll send you a merged copy.

With our various document types, you can create professional-looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint – Formstack Documents supports it all.

Once you've created your merged document, you can choose from one of Formstack Documents' powerful delivery options, such as email, saving it in the cloud, or sending it to a 3rd party.

Formstack Documents

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.

Fortnox Integration

Visma Netvisor is an online accounting and payroll software that includes all the core financial management functions for companies, plus automation tools to reduce manual work and create real-time reports.

Netvisor has all the features you need to take care of your company’s finances without surprises. 

Now you can integrate it with your Pipedrive CRM to generate sales invoices from Pipedrive deals, and then send them to Netvisor for accounting. 

Furthermore, the Integration will automatically record a custom activity on your sales deal once an invoice is submitted successfully to Netvisor.

Netvisor Connector

Procountor is an online accounting and financial management software. Install Procountor add-on into your Pipedrive and start sending sales invoices directly from Pipedrive.

**With Procountor application, you can:**

- Create Procountor sales invoice from your Pipedrive deals
- Control how your customer and product information is managed in both Pipedrive and Procountor
- Synch your product data from Procountor to Pipedrive

**Try Procountor add-on with a 30-days free trial!**

Please [contact our sales](mailto:info@zimple.io) for pricing information after the trial.

Procountor

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

sevdesk ist Deutschlands beliebtestes **Buchhaltungssoftware**. Mit der Schnittstelle zwischen Pipedrive und sevdesk ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Angebote** und **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/schnittstelle-pipedrive-sevdesk/) und auch einen  Link, um **sevDesk** zu **testen**:

sevdesk - Pipedrive Verbindung

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click. 

- Bulk import Bexio contacts and organisations to Pipedrive or vice versa
- Contact name, email and phone is transferred
- Organisation name, email, phone number and address is transferred

*Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.*


**Looking for more?**
At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at pipedrive.bexio@what.digital

Other use cases

Bexio Pipedrive Data Transfer App

Dryrun is a scenario modeling and cash flow forecasting software that can take your Pipedrive deals and lay them into a timeline. 

Visualize your sales pipeline, when the sales will turn into cash flow, and build sophisticated financial models to predict different sales scenarios.

Use Dryrun scenarios to compare best, worst and likely outcomes. Compare different pipelines and consolidate scenarios to get an overall picture of your sales potential.

Visualize your sales pipeline alongside bills, invoices and expenses imported from your accounting platform for a holistic view of your finances.

Dryrun

This app is focussed on the Dutch market as Moneybird is also focussing on the Dutch market. *English description below.*

### Pipedrive koppeling met Moneybird?
Moneybird is een online boekhoudprogramma voor ondernemers. Het streeft ernaar om boekhouden zo eenvoudig mogelijk te maken.

**Waarom Moneybird integreren met Pipedrive?**
- Met 1 muisklik een factuur aanmaken in Moneybird vanuit Pipedrive
- Overzicht van alle factuurhistorie uit Moneybird in Pipedrive
- Automatisch contacten en organisaties omzetten naar contacten in Moneybird.
- Voorkom fouten door middel van automatische gegevensuitwisseling.
- Configureer zelf welke velden je wilt synchroniseren.

### English: description
Moneybird is an online accounting program for entrepreneurs. It aims to make accounting as simple as possible.

Why integrate Moneybird with Pipedrive?

- Create an invoice in Moneybird with just one click from Pipedrive.
- Overview of the Moneybird invoice history in Pipedrive
- Automatically convert contacts and organizations to contacts in Moneybird.
- Prevent errors with this automatic workflow 
- Configure which fields you want to synchronize yourself.

Communicate with leads

Moneybird

Automate the process of passing customer information and purchase actions from PayKickstart in to your Pipedrive account.

PayKickstart takes care of:

- Creating PayKickstart leads and customers as Pipedrive contacts 

- Creating deals and assigning the appropriate stage in your pipeline based on key actions (new trial, new transaction, new subscription)

- Customer data syncing with Pipedrive

- Updating an existing deal based on updated event

PayKickstart

QuarterOne is a free revenue forecasting app that creates automated forecasts from Pipedrive sales data in minutes.
 
With better control of your sales data, you can build a more accurate forecast you can trust.
 
Sales teams love Pipedrive. With QuarterOne, your finance and management teams will, too.
 
“QuarterOne removes the need for messy spreadsheets that are out of date the minute you create them “ -  Mark Robotham, COO at Quanton.
 
Key benefits:
- Measure the velocity of your sales team
- Predict how quickly your existing pipeline will grow
- Spread deals over multiple months
- Lock down periods to prevent unwanted changes to reported months
- Compare your current forecast with previous versions
 
Get started with a free 14-day trial.

Connect your favorite tools or easily find new ones

Enable payments and tracking

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