Connect FreeFinance and Pipedrive CRM integrations
Connect FreeFinance and Pipedrive CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like FreeFinance and Pipedrive CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Configure static mappings, such as mapping from Magento 2 Tax-Rate-Percentage to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.
Configure your static Magento 2 mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Magento 2 or elsewhere (invoice number and date has to be present in Magento 2) and will be created as "external invoices" in FreeFinance.
Configure Amazon Mappings for Outgoing Invoices
Craete a Finalized Invoice in FreeFinance for Etsy
Configure your static Etsy mappings for outgoing invoices
Configure static mappings, such as mapping from Shopify taxRate and taxTitle to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.
Configure your static Shopify mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Shopify or elsewhere (invoice number and date has to be present in Shopify) and will be created as "external invoices" in FreeFinance.
Configure Stripe Mappings for Finalized Invoices
Configure your static Stripe Mappings for Outgoing Invoices
Configure your static Wix mappings for finalized Invoices in Free Finance
Configure the static mappings from Wix for the creation of invoices in Free Finance
Configure static mappings, such as mapping from WooCommerce taxRateIds to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.
Configure your static WooCommerce mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in WooCommerce or elsewhere (invoice number and date has to be present in WooCommerce) and will be created as "external invoices" in FreeFinance.
Creates a finalized credit memo in FreeFinance.
Creates a finalized Invoice in FreeFinance.
Creates a new outgoing Invoice (Ausgangsrechnung) in FreeFinance with the values from the Webshop.
Create a Payment for an existing finalized Invoice.
Mapping of Metadata for posting a document
Creates or replaces a customer with the customer-number from the Webshop.
Create or Replace a Supplier
Creates a line in a bank statement for each transaction related to a certain Bank-, Paypal- or Stripeaccount.
Performs an arbitrary authorized API call.
Post document to Staging
Add follower to an object of selected type (deals, organizations, persons).
Adds a new installment subscription.
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
Creates a new lead label.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Deletes a deal field by its ID.
Delete a follower from a deal.
Deletes a lead.
Deletes lead label by its ID.
Marks mail thread as deleted.
Deletes an activity.
Deletes a product attachment from a deal.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Marks an installment or a recurring subscription as deleted.
Downloads a file.
Returns details of a specific deal.
Gets a Deal field.
Gets filter by its ID.
Gets a lead.
Returns specific mail thread.
Returns data about specific mail message.
Returns details of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns details of an installment or a recurring subscription.
Returns data about a specific user within the company.
Gets deals summary.
Performs an arbitrary authorized API call.
Updates a deal.
Updates Deal field by its ID.
Updates a lead.
Updates lead label by its ID.
Updates the properties of a mail thread.
Updates an activity.
Updates an installment subscription.
Updates an organization.
Updates an organization field value.
Updates a note.
Updates a person.
Updates a product.
Updates a recurring subscription.
Updates product attachment details of the deal-product (a product already attached to a deal).
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Returns details of an installment or a recurring subscription by the deal ID.
Searches for activities.
Lists activities associated with a deal.
Lists all fields in Deals.
Searches for deals.
Lists deals associated with a person.
Returns data about deals that have a product attached to them.
Lists deals associated with an organization.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
Lists all filters.
List followers of an object of selected type (deals, organizations, persons, products, users).
Lists Lead labels.
Retrieves all your leads.
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Lists the participants associated with a deal.
Returns all payments of an installment or recurring subscription.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Retrieves your deals filtered by criteria.
Performs a search from multiple item types.
Retrieves your leads filtered by criteria.
Retrieves your organizations filtered by criteria.
Retrieves your persons filtered by criteria.
Retrieves your products filtered by criteria.
Returns data about all users or searches by name or email.
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Build your FreeFinance and Pipedrive CRM integrations.
Create custom FreeFinance and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Configure static mappings, such as mapping from Magento 2 Tax-Rate-Percentage to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.
Configure your static Magento 2 mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Magento 2 or elsewhere (invoice number and date has to be present in Magento 2) and will be created as "external invoices" in FreeFinance.
Configure Amazon Mappings for Outgoing Invoices
Popular FreeFinance and Pipedrive CRM workflows.
Looking to get more out of FreeFinance and Pipedrive CRM? With Make you can visually integrate FreeFinance and Pipedrive CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->Update Pipedrive deals based on a scheduled delay after listing all deals
Automatically update Pipedrive deals after listing them and applying a scheduled delay, optimizing your sales process with Pipedrive and Make.
TRY IT ->Update Pipedrive deals using data from a custom webhook
Automatically update your Pipedrive deals with real-time data from a custom webhook. Streamline your sales process by keeping deals current and accurate.
TRY IT ->Create new Pipedrive contacts from Elementor form submissions
Automatically create new Pipedrive contacts from Elementor form submissions. Connect Elementor and Pipedrive to streamline your contact management process.
TRY IT ->Watch Pipedrive deals and update Google Sheets rows accordingly
Automatically track Pipedrive deals and update corresponding Google Sheets rows. Streamline sales data management by syncing deal changes with your spreadsheets.
TRY IT ->Get Business Data for Pipedrive leads with DataForSEO
Automatically enrich your Pipedrive leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1E3kJOeOW6MbEq85cP0YiFKbkxRRUw5f3cC53mAngcoA/edit?usp=sharing).
TRY IT ->Get Traffic Stats for Pipedrive leads with DataForSEO
Boost your Pipedrive lead management with DataForSEO Search Traffic Stats. Get accurate search traffic data to prioritize efforts and improve sales outcomes. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1uz_FNIMYHuMbsFVJm3GvN6u-PUaA2MOxMxuhptqWEDs/edit?usp=sharing).
TRY IT ->List deals from Pipedrive and add them to Google Sheets
Automatically list deals from Pipedrive and add them to Google Sheets for streamlined tracking and management of sales opportunities.
TRY IT ->Search for and update activities in Pipedrive automatically
Automatically search and update activities in Pipedrive. Streamline your workflow by keeping your Pipedrive activities up-to-date with this automation.
TRY IT ->
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