Pipedrive Integrator V2

Description

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The problem it solves
Sales works in Pipedrive, accounts works in AutoCount, and the two never quite agree.
BEST FORSales-driven teams that run Pipedrive alongside AutoCount.

This plugin integrates AutoCount with Pipedrive to keep customer and sales data aligned. It imports Pipedrive Organizations and Persons into AutoCount as Debtors and Contacts using configurable mappings and scheduler profiles, and can export updated Debtor records back to Pipedrive. Within quotation screens it adds actions for linking open deals, viewing deal details, uploading quotation PDFs, and updating deal values, and can mark deals as won when a linked sales order is processed.

Key Features

  • Two-Way Sync Between AutoCount and Pipedrive
  • Import Pipedrive Organisations and Contacts as Debtors
  • Link Deals to Quotations and Upload Quotation PDFs
  • Auto-Update Deal Status to Won When a Sales Order Is Processed
  • Keeps Your Sales and Accounts Teams Aligned

Plugin Info

Version: 

Text

Price:

Contact for Pricing

Last Updated:

Active Installation:

2000+

AutoCount Version:

V2.0.0

Installation

Plugin Info

Version: 

Text

Price:

Contact for Pricing

Last Updated:

Active Installation:

2000+

AutoCount Version:

V2.0.0

Support

For support, contact iDynamics Software at support@idynamics.asia or call 1300-800-828.

Plugin Info

Version: 

Text

Price:

Contact for Pricing

Last Updated:

Active Installation:

2000+

AutoCount Version:

V2.0.0

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