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FreeFinance
Pipedrive CRM

FreeFinance and Pipedrive CRM integrations

Connecting FreeFinance and Pipedrive CRM on Make
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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.

Categories
CRM
Invoicing & Accounting
Pipedrive

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.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
FreeFinance
Configure Magento 2 Mappings for Finalized Invoices

Configure static mappings, such as mapping from Magento 2 Tax-Rate-Percentage to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

Action
FreeFinance
Configure Magento 2 Mappings for Outgoing Invoices

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.

Action
FreeFinance
Configure Shopify Mappings for Finalized Invoices

Configure static mappings, such as mapping from Shopify taxRate and taxTitle to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

Action

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.

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