Exact Online + Pipedrive Integration

Connect Exact Online to Pipedrive in 1 click

Integrate Exact Online + Pipedrive For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Exact Online + Pipedrive Workflows

Create Exact Online contact from new Pipedrive organization

If you have created a organization in Pipedrive, it's important to create a contact in Exact Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

Activate

Create Exact Online contact for new Pipedrive person

In order to keep your accounting and customer records in sync, when you create a person in Pipedrive, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Pipedrive and Exact Online!

Activate

1of1

Create Your Own Exact Online & Pipedrive Integration Without Any Code

Create Custom Workflow

Person matches a filter in Pipedrive
Person is created in Pipedrive Instant
Person is updated in Pipedrive Instant
Deal matches a filter in Pipedrive
Deal is updated in Pipedrive Instant
Deal is created in Pipedrive Instant
Deal stage is updated in Pipedrive Instant
Lead is created in Pipedrive
Activity is created in Pipedrive Instant
Activity matches a filter in Pipedrive
Activity is updated in Pipedrive Instant
Organization matches a filter in Pipedrive
Organization is updated in Pipedrive Instant
Organization is created in Pipedrive Instant
Note is created in Pipedrive Instant
Note is updated in Pipedrive Instant
Product is added in Pipedrive Instant
Product is updated in Pipedrive Instant
Product is deleted in Pipedrive Instant

Search document by accountName in Exact Online
Create contact in Exact Online
Create account in Exact Online
Create address in Exact Online
Create bank account in Exact Online
Create cost centre in Exact Online
Create cost unit in Exact Online
Create project in Exact Online
Create item in Exact Online
Search account by name in Exact Online
Search address by contact name in Exact Online
Search bank account by account name in Exact Online
Search contact by first name in Exact Online
Search cost centre by code in Exact Online
Search cost unit by code in Exact Online
Update cost unit in Exact Online
Update cost center in Exact Online
Update address in Exact Online
Update contact in Exact Online
Update account in Exact Online
Delete contact in Exact Online
Delete account in Exact Online
Create document in Exact Online
Search item by code in Exact Online
Search user by email in Pipedrive
Create person in Pipedrive
Update person in Pipedrive
Search person in Pipedrive
Get person by id in Pipedrive
Create deal in Pipedrive
Update deal in Pipedrive
Search deal in Pipedrive
Get deal by ID in Pipedrive
Search deal by custom fields in Pipedrive
Create activity in Pipedrive
Update activity in Pipedrive
Create lead in Pipedrive
Create organization in Pipedrive
Update organization in Pipedrive
Search organization in Pipedrive
Search organization by ID in Pipedrive
Create note in Pipedrive
Update note in Pipedrive
Attach file in Pipedrive
Add product to deal in Pipedrive
Update product in Pipedrive
Create product in Pipedrive
Get product by ID in Pipedrive
Search user by name in Pipedrive
Get user by id in Pipedrive
Get Participants by Deal ID in Pipedrive
Add participant to deal in Pipedrive
Search product in Pipedrive
Search note in Pipedrive
Add follower in Pipedrive

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Exact Online & Pipedrive In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Pipedrive With 1200+ Other Apps

Exact Online offers comprehensive business software solutions, integrating accounting, CRM, and project management to streamline your operations. Optimize your business processes with Exact Online's all-in-one platform.

See Exact Online Integrations

Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.

See Pipedrive Integrations