ScaleXP fully integrates your Pipedrive CRM, and accounting data to help you better manage your sales processes and financial operations. With ScaleXP, you can:

— Understand when deals have closed and are ready to be invoiced
— Review booked versus billed data
— Track the sales pipeline, close, and conversion rates
— Consolidate financials across countries, currencies, and geographies
— Track multiple budgets and forecasts across entities and systems
— Integrate tracking codes to understand costs by department
— Benefit from a suite of automated metrics, such as ARR, MRR, net dollar retention, gross revenue churn, renewals, and upsells
— Present data beautifully in graphs and charts that are ready to share with the business

By integrating ScaleXP with Pipedrive, you can streamline your financial operations, gain better insights into your sales data, and make informed decisions to help drive business growth and success. 

ScaleXP combines data from other software such as Xero, Quickbooks, Stripe and HubSpot to fully automate calculations for 40+ SaaS metrics.

ScaleXP offers an easy-to-use, comprehensive financial management platform that saves up to 5 days a month, takes only an hour to set up and start receiving value, and is completely customisable to each business's requirements. 

With ScaleXP, you can save time, reduce costs, and focus on strategic planning to drive long-term growth and success for your business. Visit [https://scalexp.com](url) to learn more.

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Other use cases

ScaleXP

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

Clientjoy - Portal for your Clients

## 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.

Automate my pipeline and data

Visma e-conomic Integration

### Fortnox 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
- 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/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Fortnox invoice metrics in Pipedrive
- **Replay Failed Syncs**: Recover unsuccessful integrations
- **Customer and Product sync**: Ensure precise customer and product synchronisation between Pipedrive and Fortnox
- **B2C Contact Management**: Convert Pipedrive contacts to Fortnox customers

Fortnox Integration

The Stripe Connector by No-Code Venture seamlessly integrates Stripe invoices, payments, and contacts into Pipedrive, simplifying your sales operations and allowing efficient management of financial data within Pipedrive's user-friendly interface.

Furthermore, Stripe Connector by No-Code Venture synchronizes your Stripe contacts into Pipedrive. Gain valuable insights into your customers' payment history.

We highly value your input and ideas. As part of our commitment to continuous improvement, we invite you to actively engage with our support team at No-Code Venture.

### Summary of features included

✔ Syncs Stripe invoices, payments, and non-invoice transactions into Pipedrive.

✔ Integrates Stripe contacts into Pipedrive for a comprehensive customer view.

✔ Configurable options to decide whether duplicate contacts should be added during synchronization.

✔ Flexible access controls for managing contact visibility within your company.

✔ Complete ownership of your data and the ability disconnect and remove your data from the integration at any time.

✔ Manage and pay for your subscription with Stripe starting at $8.29/month.

### Features are not included in the current version of the Stripe Connector by No-Code Venture extension though on our roadmap:

❌ Two-way synchronization of data between Stripe and Pipedrive.

❌ Automatic creation of deals in Pipedrive based on Stripe transactions.

❌ Advanced reporting and analytics features for financial data within Pipedrive.

Stripe Connector by No-Code Venture

Commercient SYNC offers you the ultimate ***time-saving solution, automating data entry and reducing duplication.*** It streamlines workflows for your sales, customer service, and marketing teams, granting them easy access to vital customer information and leads. 

Our app offers ***flexible data flow with one-way or bidirectional integration.*** Seamlessly integrate your ERP data with Pipedrive through Commercient SYNC to ***enhance efficiency and productivity.*** Benefit from a hassle-free, user-friendly experience that's fully managed. 

### With [Commercient SYNC](https://www.commercient.com/) you'll gain deeper insights into sales, orders, and invoices, empowering you to monitor performance and make informed decisions as you work towards your sales and company goals.

**Sage 100 data into Pipedrive**

- Sync Contacts from Sage 100 as Pipedrive People
- Sync Customers from Sage 100 as Pipedrive Organizations
- Sync Sales Invoices or Orders from Sage 100 as Pipedrive Deals
- Sync Sage 100 Products as Pipedrive Products 
- Attach Contacts and Organizations form Sage 100 into Pipedrive as Deals.

**Pipedrive data into Sage 100**

- Sync Pipedrive Organizations as Sage 100 Customers
- Sync Pipedrive Contacts as Sage 100 Contacts
- Sync Pipedrive Products as Sage 100 Products
- Pipedrive Deals in a defined stage as Sage 100 Sales Orders or Invoices

Sage 100 SYNC

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

Visma Netvisor is an online accounting and financial management software. To make your sales process smoother, integrate Netvisor into your Pipedrive and start creating sales invoices directly from Pipedrive.

**With Netvisor application, you can:**

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

Try Netvisor application with a **30-days free trial!**

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

Netvisor Professional package (or higher) is required for the integration to work. Read more [here](https://support.netvisor.fi/en/support/solutions/articles/77000558315-api-pricing).

Visma Netvisor

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

Managing finances such as invoices, expenses, cash flow and inventory can be a lot to handle. 

Smarty Accounting is like having your own in-house finance team. The system can monitor your bank account and remind clients about overdue payments, minimizing the amount of accounting work you do. As well as taking care of your pesky paperwork, Smarty Accounting lets you export detailed financial reports with a few clicks.

Smarty Accounting

Danish CVR Lookup integration enhances your Pipedrive CRM by automating organization data management and streamlining lead generation. Simply search using CVR numbers, company names, or leverage our advanced search filters to find and add Danish organizations to your CRM.

Get instant access to verified company data including:

- Detailed company information
- Financial data from the last three years
- Address and contact information

Data is fetched directly from Virk.dk, Denmark's official business database, ensuring reliability and accuracy for your sales and marketing teams.

**What's New:**

**Find Leads Option:** Discover potential clients using advanced filters:

- Location (postal code/municipality)
- Employee count
- Industry type
- Organization status

**Global Search:** Quick organization search using names or CVR numbers.

**Contact Sync:** Automatically create associated contact records when adding organizations.

### Key features
1. **Easy Data Updates:** One-click organization data import using CVR number or name
2. **Financial Insights:** View three years of financial history for organizations
3. **Bulk Updates:** Update multiple organizations simultaneously
4. **Automated Data Entry:** Auto-populate CRM fields when creating new organizations
5. **Official Data Source:** Direct integration with Virk.dk for accurate information
6. **Custom Mapping:** Flexible field mapping for organizations and contacts

Nurture my leads

Danish CVR Lookup

Stripe is a technology company that builds economic infrastructure for businesses of every size, from new startups to public companies. Using our Stripe for Pipedrive extension lets you manage Stripe customers and their payment records from your Pipedrive account.

1. View the invoices created for a particular customer inside your Pipedrive account
2. Sync your Stripe customers to Pipedrive 
3. Aggregated invoicing data by contact
4. Updated statuses on invoices
5. Pull invoices from Stripe in to Pipedrive
6. Send online invoices to customers and get updated when they’re opened

Connect your favorite tools or easily find new ones

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