Managing your business finances and sales pipeline in separate tools can be time-consuming. Integrating SevDesk, a popular invoicing and accounting software, with Pipedrive can simplify your workflow, improve efficiency, and ensure your sales and financial data work in harmony.

In this guide, we’ll explore the benefits of integrating SevDesk with Pipedrive and walk you through the process.

Why Integrate SevDesk with Pipedrive?

Connecting SevDesk with Pipedrive offers numerous advantages for your business operations:

1. Automated Data Synchronization: Ensure customer and deal information is consistent between your sales and accounting systems.
2. Streamlined Invoicing: Generate invoices in SevDesk directly from Pipedrive deals, saving time and reducing manual errors.
3. Improved Sales and Finance Alignment: Gain a complete overview of your customers—from initial lead generation to invoicing and payments.

Integration Options

There isn’t a direct integration between SevDesk and Pipedrive, but you can use tools like Zapier or Make (formerly Integromat) to create automated workflows between the two platforms.

Step-by-Step Guide to Connect SevDesk and Pipedrive

1. Define Your Integration Goals

Before setting up the integration, decide what you want to achieve. Common use cases include:

• Automatically creating an invoice in SevDesk when a deal is marked as “Won” in Pipedrive.
• Syncing customer data between the two systems.
• Updating deal statuses in Pipedrive based on invoice payments in SevDesk.

2. Use Zapier or Make to Create the Integration

Both Zapier and Make are powerful tools for automating workflows between apps. Here’s how to get started:

Using Zapier

Step 1: Log in to your Zapier account (or create a free account).
Step 2: Search for the Pipedrive and SevDesk apps.
Step 3: Choose a trigger and action:

• Example Trigger: "New Deal Won" in Pipedrive.
• Example Action: "Create Invoice" in SevDesk.

Step 4: Map the data fields:

• Match Pipedrive deal fields (e.g., customer name, email, amount) to corresponding fields in SevDesk.

Step 5: Test your Zap:
Run a test to ensure the workflow operates as expected.

Step 6: Turn on your Zap to activate the integration.

Using Make

Step 1: Create a Make account and start a new scenario.
Step 2: Add Pipedrive as the first module and set the trigger (e.g., "Deal Updated" or "Deal Won").
Step 3: Add SevDesk as the next module and configure the action (e.g., "Create Customer" or "Create Invoice").
Step 4: Map the required fields between Pipedrive and SevDesk.
Step 5: Test the scenario and activate it once it’s working correctly.

Best Practices for Integration

1. Keep Data Clean: Ensure customer data in both systems is up-to-date to avoid duplicate records.
2. Test Before Full Deployment: Run a few test cases to confirm the integration works as expected before relying on it for daily operations.
3. Monitor and Optimize: Periodically review the integration’s performance and adjust as your business needs evolve.

Conclusion

Integrating SevDesk with Pipedrive bridges the gap between your sales and finance operations, helping your business run more smoothly. Whether you’re a small business owner or part of a larger team, automating workflows between these platforms can save time, reduce errors, and provide a holistic view of your operations.

If you’re ready to get started, check out Zapier or Make to set up your custom integration today!

Need Help?
If you have questions about connecting SevDesk to Pipedrive or need assistance with your integration, feel free to reach out! Your sales and finance processes will thank you.