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Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.moonclerk Integrations
It's easy to connect Pipedrive + moonclerk without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Triggers when a payment has been made on MoonClerk.
Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
This article will explain how two software products, Pipedrive and moonclerk, can be integrated for better business management. If you are new to Pipedrive or moonclerk, let me give you a brief description of each. Pipedrive is a sales pipeline management top that helps sales teams to manage their leads and convert them into customers. moonclerk is an online accounting software that offers accounting and bookkeeping sputions for small businesses. Pipedrive and moonclerk are both cloud-based software and can be easily integrated, so that you can keep track of your sales pipeline in Pipedrive and your accounting in moonclerk through one single dashboard. This way, you can access everything you need for your business in one place.
Starting with the integration of Pipedrive and moonclerk, both these tops are really easy to set up. You just have to go to Pipedrive’s website and click on Integrations. There you will find an option to integrate moonclerk. After you click on it, you will be directed to moonclerk’s website. On moonclerk, you have to click on the top right corner ‘SIGN UP’ and fill out the form. After you create a moonclerk account, you have to go to your Pipedrive account, click on Settings -> Integrations -> Connect Pipedrive with moonclerk and fplow the steps provided there. Then you have to connect your moonclerk account by giving it the API keys and then you are ready to use this integration. Now let’s see how these two products can benefit from this integration.
With the integration of Pipedrive and moonclerk, people who work in both sales and bookkeeping will be able to manage their tasks from one single dashboard. For sales managers, it will be easier to manage their sales pipeline and analysis when they know what amount of money they have received at a given time. The same goes for bookkeepers as well. It will be easier for them to manage their projects when they can see everything at a glance in one place instead of opening multiple windows.
This integration is also helpful for people who are trying to manage their time efficiently. With this integration, they can easily monitor their tasks in Pipedrive and also check their finances in moonclerk at the same time without switching between tabs in both applications. They don’t have to spend time switching between applications because everything is at hand in one place that saves them time.
Integration of moonclerk and Pipedrive can save cost for a business because they are both cloud-based applications. Instead of buying separate software for Sales and Accounting, companies can get both these tops from one place which is cheaper than buying two separate pieces of software. So, with this integration, companies can save money that they would spend on purchasing two separate pieces of software that don’t integrate very well together anyway.
In conclusion, we can say that Pipedrive and moonclerk integration is useful for businesses because it saves them money and time as well as helping them manage their business more effectively. One of the major benefits of using an integrated software like this is that people won’t have to switch back and forth between different pieces of software because everything is in one place.
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