---
title: 'MYOB Greentree + Pipedrive'
url: 'https://www.staging38.commercient.com/product/myob-greentree-pipedrive/'
date: '2026-06-19T10:42:10-04:00'
modified: '2026-06-19T10:42:11-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects MYOB Greentree to Pipedrive, giving your team access to MYOB Greentree 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 MYOB Greentree and Pipedrive, giving sales teams access to ERP customer, order, invoice and inventory data from inside Pipedrive. Sales reps get a complete view of MYOB Greentree account history — orders, invoices, payments and product data — without switching platforms.

## What syncs

- Sync MYOB Greentree Credit Notes to Pipedrive
- Import Pipedrive Persons as MYOB Greentree Customer Contacts
- Connect MYOB Greentree Quotes to Pipedrive Deals
- Sync MYOB Greentree Customers to Pipedrive Organizations
- Display MYOB Greentree AR Invoices in Pipedrive
- Access MYOB Greentree Items and Stock from Pipedrive

## Why Commercient

### Forecast and pipeline accuracy

Align Pipedrive deal values and expected close dates with MYOB Greentree order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync MYOB Greentree 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 MYOB Greentree 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 MYOB Greentree 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.

## About MYOB Greentree

MYOB Greentree is a flexible ERP system for mid-size businesses in Australia and New Zealand, managing financials, supply chain, projects, HR and operational workflows.

## 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

### How is the MYOB Greentree and Pipedrive integration scoped and implemented?

Commercient scopes each integration project based on the customer's MYOB Greentree and Pipedrive configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can MYOB Greentree Sales Orders history sync to Pipedrive account records?

Yes, Commercient can sync MYOB Greentree Sales Orders history to Pipedrive Organizations records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both MYOB Greentree and Pipedrive?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between MYOB Greentree and Pipedrive?

Commercient can synchronise key MYOB Greentree ERP data with Pipedrive, such as Customers, Contacts, Items, Stock, Sales Orders, AR Invoices and Customer Receipts. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can MYOB Greentree Customers sync into Pipedrive Organizations and Persons?

Yes, Commercient can sync MYOB Greentree Customers into Pipedrive as Organizations and Persons. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.