Pipedrive Integration

Experience a smoother hand-off from sales to finance

Connect SaaSOptics to Pipedrive to automatically generate invoicing and revenue recognition schedules and send invoices directly from the platform.

Pipedrive Page

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Step One

Connect SaaSOptics to Pipedrive

SaaSOptics has a native integration with Pipedrive. Connecting SaaSOptics allows you to send data from Pipedrive to SaaSOptics so you don’t have to manually enter sales orders into SaaSOptics.

Pipedrive to SaaSOptics
Map fields in Pipedrive

Step Two

Map your fields

Map any important customer fields you want captured in SaaSOptics such as customer name, billing address, and industry segment, as well as order fields such as items purchased, quantities, amounts, discounts, and any other custom field you wish to include.

Step Three

Sync your sales orders

Process your orders efficiently and integrate all of your data so you can have confidence that your sales records will always match your financial records.

Sync sales orders in Pipedrive

Other Supported Integrations & Advanced Workflows:

revenue-books

RevenueBooks

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CRMs

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GLs

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ePayments

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Avatax

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Multi-Currency

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Advanced A/R Management

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Milestone-Based Projects

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Expense Recognition

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