Integrate Pipedrive with Invoiced
Pipedrive creates a visual sales pipeline that allows businesses to better manage each stage of their deals. Additionally, Pipedrive provides detailed analytics that show how many deals are won and lost, what stages they are lost at, and how individual agents are performing based on various metrics.
Invoiced is a cloud-based platform that automates the most time-consuming and tedious billing tasks, such as sending invoices, following up on late payments, and reconciling incoming payments. Through a variety of advanced invoice management and automation features — including subscription billing, recurring bills, payment plans, and a convenient customer portal — Invoiced makes it easier for your clients to pay you, and thereby helps you get paid faster and more reliably with less work and time commitment on your part.
Popular Use Cases
Bring all your Pipedrive data to Amazon Redshift
Load your Pipedrive data to Google BigQuery
ETL all your Pipedrive data to Snowflake
Move your Pipedrive data to MySQL
Bring all your Invoiced data to Amazon Redshift
Load your Invoiced data to Google BigQuery
ETL all your Invoiced data to Snowflake
Move your Invoiced data to MySQL
Integrate Pipedrive With Invoiced Today
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Pipedrive's End Points
Retrieve information - like deal ID, associated users, estimated timeline and expected revenue - about any deals that your company has engaged in. This will allow you to better gauge the profitability of individual deals or track deal trends throughout your sales history.
Add, track, or modify contacts that have begun their journey through your sales pipeline. You can see what deals are attached to a person, what organizations they belong to, and what activities are scheduled for that person. This information can help you decide the best course of action for moving that person along your sales pipeline and winning the deals you have with them.
Track products that your company is selling - by product name, price, or product code - or associate products with specific deals in your pipeline. This will give you a more detailed view of the revenue generated by specific products, allowing you to better prioritize them in your sales pipeline.
Fetch data about an activity that is scheduled in your pipeline. This could include things like the activity’s type, due date, and status, along with associated deals, contacts, and organizations. Then, use that data to track the progress and effectiveness of various activities that are being performed to help you win deals.
Get data about an organization that has deals in your pipeline, including the organization’s ID, associated persons, and related deals. This will allow you to track which organizations are delivering the most profitable deals and the best leads.
Invoiced's End Points
Invoiced Acceleration of the Invoice-to-Cash Cycle
The Invoiced platform speeds up your invoice-to-cash cycle by making it easy for you to receive online payments. Instead of losing positive cash while waiting weeks for your payments to arrive by snail mail, Invoiced brings your business into the modern world of convenient online payment solutions. Through Invoiced's Electronic Invoice Presentation and Payment (EIPP) platform, your clients will have multiple options for paying their bills online quickly and easily.
Invoiced Subscription Billing
Invoiced allows you to put your customers on a regular, subscription billing plan that recurs at the intervals you select. This provides an excellent way to bring more financial security to your business. Normally, trying to manage a subscription billing plan is difficult, but with Invoiced, subscription billing is a standard feature in the platform.
Invoiced Payment Plans
Invoiced includes payment plan tools, so you can bill your clients in installments instead of requiring them to pay everything upfront. This gives you and your clients more payment flexibility so you can still make a sale and provide your goods and services, even if your client is short cash. By letting you customize any kind of payment plan to suit the needs of your clients, incremental payments allow you to work with customers who couldn't normally afford your services.
Invoiced Customer Portal
The Invoiced customer portal serves as an easy-to-use online gateway where your customers can pay their bills, track balances, manage subscriptions, and update their personal information and payment details.