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.
Ready to talk to an experienced solutions consultant? We've made it easy to determine fit and value.
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.
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.
