Pipedrive & Exact Online connector

Marketing, sales and administration in one streamlined workflow. Bring CRM and administration together in one powerful process. With the connector between Pipedrive and Exact Online, your entire sales flow continues right into your bookkeeping, from deal to invoice, without any manual work.

Save loads of time
Always have up-to-date customer information available centrally
Work smarter and faster because won deals are turned straight into sales orders or invoices in Exact Online

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Sync Exact Online with Pipedrive

Contacts & companies

Do you add a new company or contact in Pipedrive? Then it is automatically created as a relation in Exact Online. Changes to address or contact details are synced right away, so both systems are always up to date.

From deal to order or invoice

Does a deal in Pipedrive reach the status ‘won’? Then the connector sends it straight through to Exact Online. Depending on your setup, a sales order or invoice is created immediately, including all relevant order lines and amounts.

Campaigns and segmentation connected to customer data

Bring financial data straight into your CRM. Outstanding invoices and payment statuses from Exact Online are visible in Pipedrive, while you easily monitor all synchronisations from the control panel and receive instant notifications when something is off.

Why choose our connector?

Cancel monthly

Flexible subscription without long-term commitments.

Official Exact Online partner

iWebDevelopment is a recognised partner of Exact Online.

No installation costs

Start without big investments or surprises.

ISO 27001 certified

Developed according to the strictest international security standards.

What gets synchronised?

Contacts & companies

New and updated relations in Pipedrive synchronise automatically to Exact Online.

Deals

Won deals are turned straight into sales orders or invoices in Exact Online.

Invoices

Posted invoices from Exact Online appear in Pipedrive, including the current status.

Customer details

Address and contact information stays automatically in sync between both systems.

Professional support

Help with installation

Install the connector easily yourself, without any technical knowledge. Need help? Our team is ready for you, so you can get started quickly and without hassle.

See our support section

Tailored service

Support tailored to your needs, exactly as you deserve. Every subscription includes the Essentials package as standard for reliable support by email. Would you like more service? With Plus and Premium you get more extensive support, including telephone support.

View the packages

Custom solutions

Unique processes call for custom work. We develop solutions that fit your organisation perfectly and help you automate your bookkeeping further.

Your data safe with ISO 27001

ISO 27001 certification:We meet the strictest ISO 27001 standards, so your data is always protected optimally. Work with confidence, knowing that your data is in safe hands.
Privacy comes first: Privacy is not a side issue for us but a core value. Our processes are set up to protect your data as much as possible.
Security as a foundation: From authentication to processing, every part of our solution meets the highest information security requirements.

ISO 27001

Certified