Comment intégrer pennylane

emeline
emeline Member Posts: 2 NEW MEMBER
edited February 3 in Apps and Integrations #1

Bonjour, nous avons déja le logiciel pennylane, nous aimerions savoir comment le rattacher à pipedrive. Merci

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  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 193 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Bonjour @emeline,

    J'écris ce message à l'aide d'un outil de traduction, veuillez ignorer les éventuelles erreurs qu'il pourrait provoquer.

    Même si nous n'avons pas d'intégrations natives pour Pennylane avec Pipedrive, notre Marketplace serait une bonne option pour trouver des intégrations possibles comme cette intégration tierce personnalisée pour Pennylane. Nous espérons que cela vous aidera.

  • andres
    andres Member Posts: 34 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Likes Name Dropper
    #3

    @emeline Pennylane can be integrated with Pipedrive using Zapier or Make.

    We are a service agency and work with both platforms. Let me know if you'd like to schedule a discovery call to explore more. Cheers!

  • Copida
    Copida Member Posts: 15 VERIFIED MEMBER
    10 Comments
    edited February 6 #4

    To connect Pennylane to Pipedrive, you can use Zapier, Make (Integromat), or a custom API integration. Start by identifying the key data to sync, such as invoices, payments, or customer records. If using Zapier, create a workflow linking Pennylane and Pipedrive triggers/actions. For a more robust solution, use Pennylane’s API to push financial data into Pipedrive via webhooks. Ensure field mapping aligns with your sales process. Regularly test and optimize the integration for accuracy. A custom API-based integration may be required if no direct solution fits your needs.

    Cloudify will help with Pipedrive custom integration.

    https://cloudify.biz/marketplace/free-consultation

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