CRM

Exact Online to Pipedrive Sync - Quotes, Orders & Deals

Zapier Integration Specialist (ERP to CRM Sync)

Business summary
Operations automation • Remove manual work and increase operational reliability
  • Eliminated repetitive manual steps across the workflow
  • Faster response time and fewer missed handoffs
  • Error handling and edge-case coverage to reduce operational risk

What I built

Built advanced Zapier integrations syncing Exact Online (ERP/accounting) with Pipedrive CRM for a B2B company. When a quotation ('offerte'), sales order or item is created or updated in Exact Online, multi-step Zaps find or create the matching Pipedrive person, organisation and deal, then loop through every line item to find or create products and attach them to the deal with correct quantities. Formatter and Filter steps clean data and gate on status, while Looping handles multi-line orders. The result is a real-time, two-way bridge keeping quotes, orders, products and deals in sync.

Tech stack

ZapierExact OnlinePipedriveERP / CRM SyncAPI IntegrationERPLooping by ZapierFormatter by ZapierFilter by ZapierMulti-Step ZapsQuotation AutomationSales OrdersLine-Item Processing