Pipedrive + Sage

Synchronise Pipedrive with Sage

Info
Pipedrive

Pipedrive

Customer Relationship
Info
Sage

Sage

Accounting

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

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.

Is Sage really free?

Sage has a variety of apps and features, most of which are free. However, you will have to pay for the Payroll app and for the ability to accept online payments for your invoices. The rest, like invoicing, transactions, reports or adding sales taxes remains free.

What are Sage's accounting features?

With the bank reconciliation feature, businesses can link their bank accounts, PayPal accounts and other sources of data for real-time transaction records. Businesses can also generate reports such as balance sheets, sales tax reports and account receivable and payable reports with Sage accounting.

What can I do with Pipedrive CRM?

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.

Can I connect Pipedrive to other applications not listed on Synchron?

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.

Connect Pipedrive and Sage

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

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

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

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Pipedrive and Sage 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

Sage Apps is an online software that helps you take control of your finances with an award-winning technology made for small businesses and sole traders.

https://www.sage.com/en-gb/sage-business-cloud

Questions about the integration?

Request more info on Pipedrive + Sage integration

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