---
title: 'Exact Synergy + Pipedrive'
url: 'https://www.staging38.commercient.com/product/exact-synergy-pipedrive/'
date: '2026-06-19T10:21:30-04:00'
modified: '2026-06-19T10:21:30-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Pipedrive, giving your team access to Exact Synergy data directly within Pipedrive. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Exact Synergy and Pipedrive, giving sales teams access to ERP customer, order, invoice and inventory data from inside Pipedrive. Sales teams can check stock availability, pricing and open orders in Pipedrive before and after every customer call.

## What syncs

- Sync Exact Synergy Sales Orders and Status Updates to Pipedrive
- Update Pipedrive Persons from Exact Synergy Customer Contacts
- View Exact Synergy Inventory in Pipedrive
- Sync Exact Synergy Payments to Pipedrive Account Records
- Access Exact Synergy Price Lists from Pipedrive
- Sync Exact Synergy Credit Notes to Pipedrive

## Why Commercient

### Credit and order limit visibility

Sync Exact Synergy customer credit status and order limits to Pipedrive so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Exact Synergy Customers account assignments to Pipedrive Organizations so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access Exact Synergy purchase history and product usage data in Pipedrive so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Exact Synergy customer region and territory data to Pipedrive so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

## About Exact Synergy

Exact Synergy is a workflow, document management and HR platform that integrates with Exact ERP systems, managing HR processes, documents, approvals and collaboration.

## About Pipedrive

Pipedrive is a sales-focused CRM for small and mid-size sales teams, managing deals, contacts, pipelines, activities and sales reporting.

## Frequently asked questions

### Can sales reps see Exact Synergy Invoices and Payments inside Pipedrive?

Yes, Commercient can surface Exact Synergy Invoices and Payments data inside Pipedrive so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Exact Synergy Items and Inventory be accessed from Pipedrive?

Yes, Commercient can sync Exact Synergy Items and Inventory to Pipedrive so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Exact Synergy and Pipedrive?

Commercient can support bidirectional sync between Exact Synergy and Pipedrive, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Exact Synergy Price Lists sync to Pipedrive for sales quoting?

Yes, Commercient can sync Exact Synergy Price Lists to Pipedrive so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Exact Synergy data in Pipedrive?

Commercient can support surfacing Exact Synergy data inside Pipedrive views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.