Exact Online + Pipedrive Integration

Integrate Exact Online to Pipedrive in one click, or tell Integrately AI how you want each contact handled. Sync your records, update deals and organisations, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Exact Online + Pipedrive Integration

Capture contacts, organise leads, keep accounts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Exact Online Integration

Create Exact Online contact from new Pipedrive organization

If you have created a organization in Pipedrive, it's important to create a contact in Exact Online. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Pipedrive + Exact Online Integration

Create Exact Online contact for new Pipedrive person

In order to keep your accounting and customer records in sync, when you create a person in Pipedrive, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Pipedrive and Exact Online!
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Exact Online + Pipedrive Integration

Create Pipedrive person for new Exact Online contact

If you are using Exact Online, then you may want to also use Pipedrive to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding person will be created in Pipedrive.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Pipedrive flow

Sync your CRM records with external tools, notify your team, and keep your accounting accurate. Pick a combination and activate it in one click.

Exact Online
Pipedrive
+
HubspotHubspot (4)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
E
P
H
When a contact is created or updated in Exact Online, create a person in Pipedrive and add a contact in Hubspot.
Exact Online contacts flow directly into Pipedrive and Hubspot the moment they are updated, ensuring your sales and marketing teams stay perfectly aligned.
P
E
H
When a deal is created in Pipedrive, create an account in Exact Online and create a contact in Hubspot.
New Pipedrive deals automatically generate an account in Exact Online and a contact in Hubspot, bridging sales and operations instantly.
E
P
H
When an account is created or updated in Exact Online, update the organization in Pipedrive and update the contact in Hubspot.
Account changes in Exact Online instantly update your Pipedrive organizations and Hubspot contacts to keep client records consistent.
P
C
E
H
Use Claude to summarise new Pipedrive deals, create an account in Exact Online, and create a contact in Hubspot.
Use Claude to evaluate deal notes from Pipedrive before creating your Exact Online account and Hubspot contact automatically.

Supported triggers and actions for Exact Online and Pipedrive

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Create item in Exact Online
Creates a new item
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
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Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
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Search account by name in Exact Online
Searches for an account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search contact by first name in Exact Online
Searches for a contact by first name
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Search document by accountName in Exact Online
Searches for documents by account name
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Update cost unit in Exact Online
Updates a cost unit
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Update cost center in Exact Online
Updates a cost center
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Update address in Exact Online
Updates an address
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Update contact in Exact Online
Updates a contact
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Update account in Exact Online
Updates an account
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Delete contact in Exact Online
Deletes a contact
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Delete account in Exact Online
Deletes an account
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Create document in Exact Online
Creates a new document
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Search item by code in Exact Online
Searches for an item by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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What can you automate with Exact Online + Pipedrive?

Streamline your sales pipeline and accounting operations with ready-to-run automation recipes.

What you can automate?
🔄
Sync Exact Online contacts to Pipedrive automatically
Turn every contact created or updated in Exact Online into a corresponding person record in Pipedrive instantly, keeping your CRM fully updated.
📋
Capture every submitted contact detail
Map available Exact Online contact fields into separate Pipedrive person attributes instead of only names and emails, ensuring comprehensive records.
🔔
Alert your team the moment a deal closes
Send instant notifications to your Slack channels whenever a new deal is created or updated in Pipedrive, keeping everyone informed.
🔀
Route records based on specific criteria
Perform different actions depending on custom fields submitted in Exact Online accounts or Pipedrive deals, ensuring proper departmental routing.
✏️
Keep downstream records updated continuously
Automatically propagate changes made to organization details in Pipedrive straight into your Exact Online accounts without manual re-typing.
🛡️
Add or update records without duplicates
Search existing database entries before creating new records, ensuring your Exact Online accounts and Pipedrive contacts remain clean and deduplicated.
📦
Handle later status changes and stage updates
Trigger automated workflows when deal stages are updated in Pipedrive, reflecting exact sales pipeline milestones in your accounting software.
🌐
Extend flows to popular supporting apps
Connect your core Exact Online and Pipedrive setup with Mailchimp or Slack to trigger email campaigns or team alerts automatically.
And much more...

Who is Exact Online + Pipedrive integration for?

Exact Online and Pipedrive integration helps sales teams, accountants, and business owners streamline client data and eliminate manual data entry across platforms.

Data Analysts and Finance Leads
Data Analysts and Finance Leads
Sales Development Representatives
Sales Development Representatives
Client Success Managers
Client Success Managers
High-Volume Operations Teams
High-Volume Operations Teams
Account Executives
Account Executives
Compliance and Audit Managers
Compliance and Audit Managers
📈
Data Analysts and Finance Leads
You're reviewing financial reports and sales numbers but your CRM records only update when someone manually exports contacts, so the metrics you're reporting against are always hours behind — with this integration, every new record lands instantly and your data stays current.
Sales Development Representatives
You need to act fast on new client accounts, but you find out about closed deals too late because accounting records live in a separate system — connecting these apps means every new deal creates an account instantly so your follow-up happens without delay.
🤝
Client Success Managers
You answer to key accounts who expect rapid onboarding, but manually creating project folders and contacts slows down your team — automating both apps means every new client record triggers setup tasks instantly and service delivery begins without friction.
📊
High-Volume Operations Teams
The volume of incoming client contacts is too high for anyone to keep up by hand, leading to missed entries and disjointed pipelines — with this integration, every single update flows seamlessly between your accounting and CRM platforms.
🔄
Account Executives
You own the closing stage and depend on someone upstream to hand over client details from accounting before you can draft agreements — this integration means client records transfer automatically the moment they are created.
🗂️
Compliance and Audit Managers
You need a reliable audit history across all customer interactions, but keep finding gaps between your invoicing software and sales pipeline — automating both apps means every contact and account change is logged with zero missing records.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Pipedrive

Build and manage your Exact Online + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exact Online to Pipedrive?
Frequently Asked Questions
You can connect Exact Online to Pipedrive in 1 click using ready automation templates on Integrately or by asking Integrately AI to build the workflow and map fields for you. You can also connect Hubspot, Mailchimp, QuickBooks Online, Slack, Calendly, and Stripe.
Can I automatically sync contacts from Exact Online into Pipedrive?
Frequently Asked Questions
Can I connect Exact Online, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Pipedrive?
Frequently Asked Questions
How does Exact Online handle contact updates in automations?
Frequently Asked Questions
Can Pipedrive deal updates trigger actions in Exact Online?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Pipedrive?
Frequently Asked Questions
Is the Exact Online and Pipedrive integration free?
Frequently Asked Questions
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You Can Also Connect Exact Online or Pipedrive With 1500+ Other Apps

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Popular Pipedrive Integrations
Sync Pipedrive with communication, marketing, and scheduling tools to accelerate your sales pipeline.
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