Visma e-conomic Integration for Pipedrive

## 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.