Exact Online + PipelineCRM Integration

Connect Exact Online to PipelineCRM in 1 click

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

Popular Exact Online + PipelineCRM Workflows

Create Exact Online contact from new PipelineDeals company

If you have created a company in PipelineDeals, 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 PipelineDeals person

In order to keep your accounting and customer records in sync, when you create a person in PipelineDeals, 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 PipelineDeals and Exact Online!

Activate

1of1

Create Your Own Exact Online & PipelineCRM Integration Without Any Code

Create Custom Workflow

Person is created in PipelineCRM Instant
Company is created in PipelineCRM Instant
Deal is created in PipelineCRM Instant
Deal status is changed in PipelineCRM Instant
Deal is moved in PipelineCRM Instant

Search item by code 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
Create cost centre in Exact Online
Create document in Exact Online
Delete account in Exact Online
Delete contact in Exact Online
Update account in Exact Online
Update contact in Exact Online
Update address in Exact Online
Update cost center in Exact Online
Update cost unit in Exact Online
Search document by accountName in Exact Online
Create bank account in Exact Online
Create address in Exact Online
Create account in Exact Online
Create contact in Exact Online
Create Deal in PipelineCRM
Update Deal in PipelineCRM
Create Person in PipelineCRM
Update Person in PipelineCRM
Create Company in PipelineCRM
Update Company in PipelineCRM
Search company in PipelineCRM
Search deal in PipelineCRM
Create Task in PipelineCRM
Create Activity (Note) in PipelineCRM

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 & PipelineCRM In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Exact Online or PipelineCRM 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

PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!

See PipelineCRM Integrations