Connect Pipedrive and Sage

Synchronise Pipedrive with Sage

Pipedrive

Pipedrive

Customer Relationship
Sage

Sage

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 Sage to manage your accounting more easily.

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.
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.
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.

Connect Pipedrive and Sage

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 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