Visma eAccounting + Pipedrive Integration

Integrate Pipedrive to Visma eAccounting in one click, or tell Integrately AI how you want each contact handled. Sync customer profiles, create sales invoice drafts, update deal stages, and notify your finance team automatically.

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1.
  • Visma eAccounting
    Article is created in Visma eAccounting
  • Visma eAccounting
    Order is created in Visma eAccounting
  • Visma eAccounting
    Purchase invoice draft is created in Visma eAccounting
  • Visma eAccounting
    Customer is created in Visma eAccounting
  • Visma eAccounting
    Sales invoice is created in Visma eAccounting
  • Visma eAccounting
    Purchase invoice is created in Visma eAccounting
  • Visma eAccounting
    Supplier is created in Visma eAccounting
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • Visma eAccounting
    Create purchase invoice draft in Visma eAccounting
  • Visma eAccounting
    Create article in Visma eAccounting
  • Visma eAccounting
    Create customer in Visma eAccounting
  • Visma eAccounting
    Search article by name in Visma eAccounting
  • Visma eAccounting
    Search customer in Visma eAccounting
  • Visma eAccounting
    Create supplier in Visma eAccounting
  • Visma eAccounting
    Create draft order in Visma eAccounting
  • Visma eAccounting
    Create sales invoice draft in Visma eAccounting
  • Visma eAccounting
    Search sales invoice by custome name in Visma eAccounting
  • Visma eAccounting
    Search supplier in Visma eAccounting
  • Visma eAccounting
    Search order by customer name in Visma eAccounting
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Pipedrive + Visma eAccounting Integration

Capture new contacts, create customer accounts, generate sales invoice drafts, update deal records, and keep your financial ledgers updated, all in just one click.

Most popular automationsmost-popular-automations
Visma eAccounting + Pipedrive Integration

Create Pipedrive person for new Visma eAccounting contact

If you are using Visma eAccounting, then you may want to also use Pipedrive to manage your customer relationships. With the help of this automation, whenever you create a contact in Visma eAccounting, a corresponding person will be created in Pipedrive.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Pipedrive + Visma eAccounting Integration

Create Visma eAccounting contact from new Pipedrive organization

If you have created a organization in Pipedrive, it's important to create a contact in Visma eAccounting. 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.
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Pipedrive + Visma eAccounting Integration

Create Visma eAccounting order for new Pipedrive deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Pipedrive and Visma eAccounting work together to make accounting and bookkeeping simple.

When you create a deal in Pipedrive, it will automatically create an order in Visma eAccounting. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Pipedrive and Visma eAccounting.
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Pipedrive + Visma eAccounting Integration

Create Visma eAccounting 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 Visma eAccounting.

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 Visma eAccounting!
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Pipedrive + Visma eAccounting Integration

Create Visma eAccounting invoice from new Pipedrive deal

Do you use Pipedrive to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in Visma eAccounting?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipedrive + Visma eAccounting flow

Send payment details to accounting, alert your team on messaging apps, and create follow-up tasks when deals progress. Pick a combination and activate it in one click.

Visma eAccounting
Pipedrive
+
SlackSlack (4)
+
GmailGmail (3)
+
ShopifyShopify (3)
+
StripeStripe (3)
+
AsanaAsana (3)
+
Google DriveGoogle Drive (3)
P
V
S
Create a Visma eAccounting customer when a Pipedrive person is added, and notify your sales team in Slack
New Pipedrive persons instantly become customers in Visma eAccounting while your Slack sales channel gets an alert, eliminating manual data entry between your CRM and accounting system.
P
V
S
Generate a Visma eAccounting sales invoice draft when a Pipedrive deal is created, and post an update in Slack
Every new Pipedrive deal automatically generates a sales invoice draft in Visma eAccounting and announces the deal in Slack, ensuring billing starts immediately.
V
P
S
When a Visma eAccounting customer is created, update the matching Pipedrive organization and notify your team on Slack
New Visma eAccounting customers update your Pipedrive records automatically while Slack informs your team, keeping all systems synchronized.
P
V
S
Use Claude to summarise Pipedrive deal notes, create a Visma eAccounting customer, and post the summary in Slack
Claude analyses Pipedrive deal notes before Visma eAccounting creates the customer profile, sending a polished brief to Slack.

Supported triggers and actions for Visma eAccounting and Pipedrive

Mix and match to build the exact automation you need

Visma eAccounting
Visma eAccounting Triggers & Actions
Article is created in Visma eAccounting
Triggers when a new article is created
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Order is created in Visma eAccounting
Triggers when a new order is created
Try it →
Purchase invoice draft is created in Visma eAccounting
Triggers when a new purchase invoice draft is created
Try it →
Customer is created in Visma eAccounting
Triggers when a new customer is created
Try it →
Sales invoice is created in Visma eAccounting
Triggers when a new sales invoice is created
Try it →
Purchase invoice is created in Visma eAccounting
Triggers when a new purchase invoice is created
Try it →
Supplier is created in Visma eAccounting
Triggers when a new supplier is created
Try it →
Create purchase invoice draft in Visma eAccounting
Create a new purchase invoice draft
Try it →
Create article in Visma eAccounting
Create a new article
Try it →
Create customer in Visma eAccounting
Create a new customer
Try it →
Search article by name in Visma eAccounting
Search for articles
Try it →
Search customer in Visma eAccounting
Search for customers
Try it →
Create supplier in Visma eAccounting
Create a new supplier
Try it →
Create draft order in Visma eAccounting
Create a new draft order
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Create sales invoice draft in Visma eAccounting
Create a new sales invoice draft
Try it →
Search sales invoice by custome name in Visma eAccounting
Search for Sales invoice
Try it →
Search supplier in Visma eAccounting
Search for suppliers
Try it →
Search order by customer name in Visma eAccounting
Search for articles
Try it →
Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
Try it →
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
Try it →
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it →
Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it →
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
Try it →
Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
Try it →
Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it →
Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
Try it →
Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
Try it →
Create deal in Pipedrive
Generates a new deal
Try it →
Update deal in Pipedrive
Updates deal information based on new criteria or changes
Try it →
Search deal in Pipedrive
Searches for a deal
Try it →
Get deal by id in Pipedrive
Retrieves a deal by its id
Try it →
Convert deal to lead in Pipedrive
Converts a deal into a lead
Try it →
Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
Try it →
Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
Try it →
Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
Try it →
Convert lead to deal in Pipedrive
Converts a lead into a deal
Try it →
Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
Try it →
Search lead in Pipedrive
Searches for a lead
Try it →
Delete deal in Pipedrive
Deletes a deal
Try it →
Create organization in Pipedrive
Generates a new organization
Try it →
Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
Try it →
Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
Try it →
Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
Try it →
Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
Try it →
Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
Try it →
Search product in Pipedrive
Searches for a product
Try it →
Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
Try it →
Create note in Pipedrive
Creates a new note in the particular format
Try it →
Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
Try it →
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it →
Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with Pipedrive + Visma eAccounting?

Streamline your entire revenue workflow by connecting customer relationship management directly to your accounting operations.

What you can automate?
🔄
Sync new Pipedrive contacts into Visma eAccounting customers
Automatically establish customer accounts in Visma eAccounting the moment a new person or organization is created in Pipedrive. Eliminate manual data transcription and ensure customer data matches across systems.
📋
Capture every custom field and deal property
Map detailed deal amounts, product items, and custom attributes from Pipedrive directly into your Visma eAccounting sales invoice drafts and orders. Ensure billing documents contain all necessary context.
🔔
Notify your team instantly when accounts are created
Send automated alerts to your sales or finance channel on Slack or via email whenever a customer account is established or an invoice draft is generated. Keep all departments aligned in real time.
🔀
Route invoices based on deal value or category
Apply conditional logic to handle high-value deals differently from standard orders, creating specialised sales invoice drafts or assigning priority review tasks automatically.
🔄
Keep Pipedrive deals updated with accounting status
Reflect financial milestones back in your CRM by updating Pipedrive deal stages whenever sales invoices or customer profiles are created in Visma eAccounting.
🛡️
Prevent duplicate records with smart matching
Search existing customer and product records before creating new entries in Visma eAccounting or Pipedrive, preventing duplicate profiles and keeping your databases clean.
💳
Handle later status changes and invoice drafts
Manage purchase invoice drafts, order updates, and customer modifications smoothly as transactions move through their lifecycle from creation to completion.
🔌
Extend your workflow with supporting applications
Connect your core Pipedrive and Visma eAccounting flow to Slack, Gmail, Asana, or Google Drive to trigger downstream tasks, notifications, and document archiving in one sequence.
And much more...

Who is Pipedrive + Visma eAccounting integration for?

Sales reps, accountants, and business owners who need to eliminate manual data entry between customer management and accounting systems.

Financial analysts and controllers
Financial analysts and controllers
Sales managers
Sales managers
Account managers
Account managers
High-volume sales teams
High-volume sales teams
Billing and finance specialists
Billing and finance specialists
Business owners
Business owners
📈
Financial analysts and controllers
You rely on accurate revenue reports to forecast business growth, but delayed accounting entries leave your financial dashboards out of sync with actual sales — automating both apps means every closed deal instantly updates your financial ledgers and keeps your reports current.
Sales managers
You need to know when billing accounts are established so your team can begin onboarding, but manual handoffs between CRM and accounting create costly delays — with this integration, every new Pipedrive person immediately generates a Visma eAccounting customer profile without waiting.
🤝
Account managers
You answer to clients who expect their billing details and CRM records to match perfectly, but manual data entry leads to frequent discrepancies — connecting these apps means client records stay identical across both systems from day one.
🔄
High-volume sales teams
You close dozens of deals every week and manual invoice creation cannot keep up with your sales velocity, leaving your administrative staff overwhelmed — automating both apps means sales invoice drafts are generated the moment a deal is created.
💼
Billing and finance specialists
You depend on sales teams to hand over complete customer information before you can issue invoices, but crucial details often get missed in transit — this integration means every required billing field flows straight from Pipedrive into Visma eAccounting automatically.
🗂️
Business owners
You need a reliable audit history of every customer interaction and financial transaction, but fragmented tools create gaps in your records — connecting these apps means every contact and invoice creates a seamless paper trail.
Our team

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Why choose Integrately to automate Visma eAccounting + Pipedrive

Build and manage your Visma eAccounting + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Visma eAccounting + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Pipedrive to Visma eAccounting?
Frequently Asked Questions
You can connect Pipedrive to Visma eAccounting in 1 click using ready-made templates or ask Integrately AI to build the integration for you. You can also connect additional apps like Slack, Gmail, and Asana to extend your workflow.
Can I automatically create Visma eAccounting customers when a new Pipedrive person is created?
Frequently Asked Questions
Can I connect Pipedrive, Visma eAccounting, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Visma eAccounting?
Frequently Asked Questions
How are Pipedrive contacts and deals synced with Visma eAccounting?
Frequently Asked Questions
Can Visma eAccounting invoices update Pipedrive deals?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and Visma eAccounting?
Frequently Asked Questions
Is the Pipedrive and Visma eAccounting integration free?
Frequently Asked Questions
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