HomeShoplexofficelexoffice Integration for Pipedrive

lexoffice Integration for Pipedrive

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Seamlessly connect Pipedrive with lexoffice and take advantage of automated document synchronization in your CRM.

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Description

Quick and easy – connect Pipedrive with lexoffice

Easily connect your lexoffice documents with Pipedrive and discover the benefits of direct integration through maesn. This smart solution smoothly synchronizes your documents between both systems, optimizes your business processes and seamlessly links customer documents in both platforms. Eliminate manual data entry and increase your productivity by efficiently synchronizing documents in lexoffice and Pipedrive.

Use Case 1: Associate Offer Documents with Pipedrive Contacts

Once a quote is created and sent in lexoffice, it is automatically linked to the corresponding Pipedrive contact.

Use Case 2: Attach Confirmation of Order to Pipedrive Contacts

Upon receipt of an order confirmation in lexoffice, it is automatically linked to the associated Pipedrive contact.

Use Case 3: Link Invoice Documents with Pipedrive Contacts

After sending the invoice via lexoffice to the customer, the invoice is automatically attached to the Pipedrive contact.

Requirements for the lexoffice Integration:

❗ To fulfil the requirements for this project, you need the following:

An active lexoffice account (plan M or higher)
An active Pipedrive account (all versions)

A contact in Pipedrive must be associated with a company with a postal address

Registration for the maesn marketplace

Please ensure you have all of this before proceeding.

For a more detailed overview of all requirements, please go to our documentation.

FAQ

How is my data protected?

Your data security is important to us. All essential information on our security measures and data protection guidelines can be found in our privacy policy. There, we explain how we protect and process your data. For detailed information, please visit the ‘Data protection’ section of our website.

How can I cancel my subscription?

Canceling your integration is straightforward. You can cancel your subscription at any time directly in your settings on the maesn platform. Simply follow the instructions under ‘Manage subscription’ to complete the process.

Where can I find help for Pipedrive from maesn?

Do you have any questions or need support with the integration of Pipedrive by maesn? Our support team is always at your disposal. Simply send your request to contact@maesn.com and we will be happy to assist you.

Who is the provider of this integration?

The integration is offered by Maesn GmbH. We pride ourselves on providing our customers with high-quality and innovative solutions aimed at optimizing business processes and increasing efficiency. Our expertise in developing integrations makes us a trusted partner in your digital growth.

Connection for the lexoffice Integration – This is how easy it is

To get started with the integration process, follow these steps:
    1. Begin by clicking on the “Continue to booking” button in the store.
    2. Once you have done that, you will be prompted to either register or login to the maesn marketplace.
    3. After successfully logging in, you will be directed to a page where you can configure various use cases for this integration.
    4. Next, proceed to log in to your lexoffice account.
    5. Similarly, log in to your Piedrive account.
    6. As you progress through the configuration process, make sure to fill out your payment details accurately.
    7. Congratulations! With all the necessary steps completed, your lexoffice & Pipedrive integration is now fully set up and ready to use.

 

 

Product Roadmap:

Version 1: Document Sync

Launch Date: February 15, 2024

Features:

  • Document sync functionality
  • Access to use cases for reference
  • Option to reach out for new requirements and requests

Version 2: Contact Sync

Estimated Launch Date: March 2024

New Features:

  • Bulk update contacts and companies from lexoffice to Pipedrive
  • Bulk update contacts and companies from Pipedrive to lexoffice
  • Live contact and company synchronization
  • Facility to communicate new requirements and requests

Version 3: Quote and Product Sync

Estimated Launch Date: Q2 2024

New Features:

  • Real-time product data synchronization
  • Creation of quotes in Pipedrive with synchronization to lexoffice
  • Ability to submit additional requirements and requests for consideration

Feel free to contact us for any further requirements or inquiries.

Help Center

If you have any questions about integration, we will be happy to assist you. Contact us by e-mail at contact@maesn.com or by telephone on +49 221 67029946.

 

Additional information

Software categories

Accounting / ERP, CRM

Software companys

lexoffice, pipedrive

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