CRM and Accounting Integration
A won deal automatically becomes an invoice in accounting.
Screens
Exact copies of the module design with sample data.
When a deal is won in Pipedrive, the customer is found or created in accounting and an invoice is made. The product mapping is in a SharePoint list that the accountant can edit themselves. If anything is missing, no invoice is made and the responsible person gets a notification.
What we do
- Pipedrive → SmartAccounts or Directo
- Customer lookup and creation
- Automatic invoice
- Mapping table in SharePoint
- Notification on errors
- Invoice number back to CRM
We reply within one business day.
Request a demo
Tell us a little about your organisation and we will show CRM and Accounting Integration live in your own context.
hello@westlume.com