Connect Pipedrive and Pennylane

Synchronise Pipedrive with Pennylane

Pipedrive

Pipedrive

Customer Relationship
Pennylane

Pennylane

Accounting
Orders

Synchronise your Orders

Import or export your orders from one application to another.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

Follow your Pipedrive leads and contacts by integrating with Pennylane to manage accounting more easily.

Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors by providing critical business materials.
Synchron offers a accounting to accounting solutions, with Wave or Quickbooks, but Pennylane offers user support and integration with a larger variety of systems.
Pipedrive provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.
Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.
Pipedrive

Pipedrive

+ Pennylane

Pennylane

No-code platform, start integrating in a matter of minutes.

Live Transactions

Observe in real time the data transferred from one app to another.

Workflow Control

Stop and start your data workflows whenever you need.

Advanced Statistics

Track the analytics of your synchronisations and download data reports.

Simple Set-up

Create your integration in only 3 steps and without any technical knowledge.

Custom Development

Share your specific requirements with us for a tailor-made integration.

Team Work

Invite team members, set custom permissions and track their activity.

Integration Guides

Tips to integrate Pipedrive and Pennylane easily

Customer Relationship

Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.

https://www.pipedrive.com

Accounting

Pennylane is a chartered accountant service that puts you in touch with a dedicated accountant to keep your accounts up to date and take care of making your tax returns for you.

https://www.pennylane.com

Questions about the integration?

Request more info on Pipedrive + Pennylane integration