Pipedrive & Exact Online connector

Marketing, Sales, and Administration—Finally in Sync.
Combine your CRM and accounting in a single, streamlined workflow. With the Pipedrive–Exact Online connector, your sales process moves effortlessly from lead to invoice.

  • Save time – automate tasks, focus on selling
  • Centralized data – customer info always up to date
  • Won deals flow directly into sales orders or invoices in Exact Online
Exact Online Pipedrive

Synchronize Exact Online with Pipedrive

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Contacts and companies

Add a new company or contact in Pipedrive, and it automatically appears as a relation in Exact Online. Any address updates or new contact details are synced instantly, keeping both systems always up to date.

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Deals to sales orders or invoices

When a deal in Pipedrive is marked as won, the connector transfers it directly to Exact Online. Depending on your setup, a sales order or invoice is created automatically, including all order lines and amounts.

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Campaigns and customer segmentation linked to data

The connector pulls open invoices and payment statuses from Exact Online and displays them directly in Pipedrive. This ensures you always have full context for every customer. The dashboard provides complete insight into all synchronizations and immediately flags any errors.

Why choose our connector?

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Try 30 days free

Experience the full functionality with no long-term commitments.

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Official Exact Online Partner

iWebDevelopment is a certified partner of Exact Online, ensuring reliability and expertise.

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No installation costs

Get started immediately without any upfront investments.

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ISO 27001-certified

Built according to the highest international security standards.

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What is being synchronized?

Contacts & companies

New and updated relationships in Pipedrive automatically appear in Exact Online, keeping both systems aligned.

Deals

Won deals flow seamlessly into sales orders or invoices in Exact Online.

Invoices

Booked invoices from Exact Online sync back to Pipedrive, including their current status.

Customer data

Address and contact information remain fully synchronized between the two systems.

Professional support

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Installation assistance

Set up the connector yourself with no technical knowledge required. Need help? Our team is always available to get you up and running quickly.

See our support section

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Service tailored to you

Every subscription includes SLA Bronze for reliable email support. Need faster service or extra convenience? Explore our other SLA packages.

Learn more about SLA packages

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Customized solutions

Our experts create solutions tailored to your business needs, automating your accounting processes with precision and efficiency.

Read more about customization

Your data is safe with ISO 27001-certification

  • ISO 27001-certified: We adhere to the strictest ISO 27001 standards, ensuring your data is fully protected.
  • Privacy guaranteed: Privacy is a core value. Our processes are designed to maximize protection for your data.
  • Security at the core: From authentication to processing, every aspect of our solution meets the highest information security standards.