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Pipedrive Integration

Experience a smoother hand-off from sales to finance

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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.

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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.

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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.

Other Supported Integrations & Advanced Workflows:

RevenueBooks

CRMs

GLs

ePayments

Avatax

Multi-Currency

Advanced A/R Management

Milestone-Based Projects

Expense Recognition

Clearbit

Commission Connector

Coming Soon

Ready to tackle complex rev rec scenarios with ease?