Pipedrive Guide
Pipedrive
Pipedrive + Sellsy
Follow your Pipedrive leads and contacts by integrating it with Sellsy to manage your sales and accounting more easily.
Synchronise your Orders
Import or export your orders from one application to another.
Synchronise your Contacts
Synchronise contacts and customers between your applications.
Track your Payments
Keep control of your accounting by exporting your transactions.
Optimise your Marketing
Use your customer data to improve your sales.
Synchron.io, specialist in e-commerce integration, facilitates the transfer of data between Pipedrive and Sellsy.
Pipedrive
Sellsy
Available Data Workflows
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Import Deals in Real-time (transactions)
Automated creation of Sellsy invoices every time a deal is won or closed in your Pipedrive account.
* Requires Sellsy's 'Invoicing' module (Facturation).
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Creating new customers
When a Pipedrive deal is marked as won by a new client, Synchron.io imports the new customer details in Sellsy.
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Creating new products
When a deal contains a product (SKU) that doesn't exist in Sellsy, Synchron.io imports the new product data automatically.
Can I import and export data into Sellsy?
You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.
What reports types are available in Sellsy?
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
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 Sellsy
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
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate Pipedrive and Sellsy easily
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.
Sellsy is an accounting / CRM software that holds sales pipelines, invoices, payment status, and projects under one roof.
Please note, the platform is still in beta and not all integrations are available. Please contact us to get the current list of supported integrations.
Questions about the integration?
Request more info on Pipedrive + Sellsy integration
