Connect Pipedrive with sevDesk.
The won deal becomes an invoice in sevDesk, as an e-invoice if you wish. Customer data and line items come from Pipedrive; approval stays with you.
Double work between sales and accounting
What sales has long since entered in Pipedrive, accounting types into sevDesk all over again. Customer numbers don’t match, payment terms get forgotten, and since e-invoicing there is the added question of which format the customer needs.
When a deal is won in Pipedrive, the workflow starts.
n8n reads the organisation, contact person, address, products and the agreed payment terms.
In sevDesk the customer is found by customer number or created. The customer number is stored in Pipedrive so both systems use the same key.
The invoice is created as a draft, either as a regular invoice or as an e-invoice, depending on what is set for the customer.
The invoice number and link are noted on the deal.
What gets transferred
sevDesk takes these details from Pipedrive. Custom fields such as the service period or the customer’s order number can be added.
| Pipedrive | sevDesk |
|---|---|
| Organisation | Contact (organisation) |
| Customer number, if available | Customer number |
| Person | Contact person |
| Address | Billing address |
| Products on the deal | Invoice line items |
| Payment terms | Payment terms |
| “E-invoice” field | Invoice format |
| Pipedrive | sevDesk |
|---|---|
| Field on the organisation | Customer number |
| Note on the deal | Invoice number and link |
What matters
An integration is only finished when the special cases work too. These are the typical pitfalls, and this is how we solve them.
- One shared keyThe customer number from sevDesk is stored in Pipedrive. That way the next invoice finds the right customer, even if the company name changes.
- E-invoice or PDFThe format is set per customer. Public authorities and many companies now expect an e-invoice.
- Service periodBelongs on every invoice. It is taken from the deal or set automatically from the closing date.
- ApprovalInvoices are created as drafts. Only after your approval are they finalised and sent.
FAQ
Can the invoice be created as an e-invoice?
Yes. sevDesk can also create invoices as e-invoices via its API. We define once which customers this applies to.
Does this work with my sevDesk plan?
The integration uses the official sevDesk API. Whether your plan includes it is something we check in the initial call.
What happens to existing customers?
At the start we check once which customers already exist in both systems and link them via the customer number. After that everything stays in sync.
What does the integration cost?
After our initial call you receive a quote at a fixed price. What makes up the cost is explained in the guide What does automation cost?.
You can take care of these too
- Pipedrive
- n8n
- Accounting
Invoice as soon as the order is won
Deal won, invoice created, accounting informed.
- Pipedrive
- n8n
- Template
Create a quote straight from the deal
One click in Pipedrive, and the quote is ready as a PDF.
- Schedule
- Accounting
- n8n
Friendly payment reminder, automatically
Open invoices are chased before it gets awkward.
More in Accounting
Connect Pipedrive with Lexware Office
Deal won, draft invoice ready in Lexware Office.
Outlook or GmailDATEV Unternehmen onlineReceipts from your inbox straight into DATEV
Invoices from Outlook or Gmail land in DATEV on their own.
Email inboxLexware OfficeReceipts from your inbox straight into Lexware Office
Incoming invoices land in Lexware Office on their own.
Pipedrive is a trademark of Pipedrive OÜ and sevDesk is a trademark of sevdesk GmbH. Lumen/21 is an independent service provider and has no business relationship with the manufacturers. The time stated is a typical guideline.
