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

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

The Fortnox sync app 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.

Automate my pipeline and data

Fortnox Sync

The Microsoft Business Central Integration app seamlessly connects Pipedrive with Business Central, enabling automatic syncing of customers, products, and invoices. Directly view financial details organisation in the custom panel of Pipedrive, and create invoices/orders in  Business Central when a deal stage changes. 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 Business Central 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 Business Central.

5. **Product Sync:** Elevate your product management efficiency with seamless product synchronization from Pipedrive to Business Central 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.

Microsoft Business Central Integration

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

### Qwoty is the new platform for signing your deals

Qwoty starts from a simple premise: for sales, sending quotes is too often an obstacle course.

Qwoty CPQ's brings together all the features you need to move forward with your prospects and complete your deals:

🗃️ Management of a connected, up-to-date and shared price/product/service database

🌐 Editing your marketing and visual elements, simply and quickly

📝 Simple, secure and up-to-date management and editing of your contracts

🛫 Simple and secure sharing externally with your prospects and the right decision-makers

✍️ Smooth and fast electronic signature on the right documents (contracts, T&Cs, quotes, etc.)

🤑 Management and optimization of invoicing by sending the right data to the right place 

### Quotes management connected to Pipedrive : 

- Set up in 1 minute.
- Create an offer in just a few clicks, without leaving Pipedrive.
- View offer information in Pipedrive 
- Automatic synchronization of lead, account and transaction information
- Pipeline automation management

Manage my projects

Qwoty

The Visma e-conomic Integration app seamlessly connects Pipedrive with e-conomic, automatically syncing customers, products, and invoices/orders and updating sales data in real-time. Directly view financial details of organisation in the custom panel of Pipedrive, and create invoices/orders in e-conomic when a deal stage changes. 

### What’s New?

- Easy B2C Customer Management: Convert your Pipedrive contacts into new customer entries in e-conomic, streamlining your CRM and accounting processes.
- Simplified Invoicing: Our integration allows for invoice creation using only the deal value, eliminating the need to specify individual product.

### Key Features
1. Automatic Deal to Invoice or Order Creation: Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.
2. Financial Metrics Overview: You can view the financial metrics of organizations that include invoice details directly in Pipedrive from e-conomic under Organization tab.
3. Replay Unsuccessful Integrations: Our Replay feature, accessible from the deal notes, ensures you never miss an invoice integration again.
4. Manual Company Creation: Step up your data management game by manually creating or updating organizations from Pipedrive as customers in e-conomic.
5. Product Sync: Elevate your product management efficiency with seamless synchronization of product data from Pipedrive to e-conomic with each integration cycle.

Visma e-conomic integration

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

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

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

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

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.


**Quickbooks Desktop data into Pipedrive:**

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


**Pipedrive data into Quickbooks Desktop:**

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

Connect your favorite tools or easily find new ones

Enable payments and tracking

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