Pipedrive + SaaSOptics
Integrate and Automate Order Management
Connect Pipedrive and SaaSOptics to Automate and Improve
Financial Data Accuracy
Integration allows you to:
Benefits and Business Outcomes:
See the seamless integration in action
Web - SO Pipedrive Integration
How SaaSOptics and Pipedrive Work Together
- SaaSOptics makes a request to Pipedrive to get new sales order via manual sync or automatically at regular time intervals.
- Pipedrive sends the information to SaaSOptics.
- As SaaSOptics users review new sales orders, they can match the records to existing account data, add contracts, and set up new revenue or invoice schedules.
- In the background, SaaSOptics keeps the data in sync as well as checking and alerting users on integration errors and data integrity issues.