Connect your Pipedrive account to Okimia
Pipedrive users, take your cash management and forecasting further with Okimia.
Sync your quotes and sales cycle stages for real-time cash tracking.
Connect Pipedrive to Okimia
Okimia lets you take your company's cash tracking, management, and forecasting further. Connect your Pipedrive CRM to automatically sync your quotes and sales opportunities into your cash flow forecast, and anticipate your future incoming payments in real time.
Sync your quotes and sales cycle stages for real-time cash tracking
Once your accounts are connected, every update in Pipedrive automatically updates your cash flow forecast in Okimia.
Manage your quotes in Pipedrive
In Pipedrive, continue managing your sales pipeline and all your customer quotes as usual.
They're automatically imported into Okimia
As soon as an opportunity or quote is updated in Pipedrive, its status is also updated in Okimia.
Your cash flow forecast is always up to date
Your quotes automatically feed into your cash flow forecast in Okimia according to the rules you've defined.
Okimia centralizes and automates your cash management...
Real-time tracking. Tailored forecasting. Instant reporting. Multi-entity consolidation. All on one platform designed for finance teams who want clarity.
...simplifies your supplier payments...
Centralize your supplier payments and issue virtual or physical cards with usage rules that you define.
...and puts your cash to work!
From Okimia, access a risk-free rate in one click and earn interest paid daily. Withdraw your funds in under 24 hours, with no fees.
We're here to help
Have more questions?
Don't hesitate to contact our teams.
I already have a Pipedrive account — how do I create an Okimia account?
The integration is available to all Pipedrive customers. If you're already a Pipedrive customer but not yet an Okimia customer, you can schedule a meeting with one of our experts who will walk you through Okimia, help you create your account, and guide you through connecting the integration.
What changes in my day-to-day use of Pipedrive?
Nothing changes for your teams. Everyone continues working in Pipedrive as before. Okimia is a management layer that is added, used daily only by those who manage cash: CFO, Finance Manager, CEO, management controller.
Is the integration available on all Okimia plans?
The integration is available only to customers on an Enterprise plan.
How long does it take to get up and running?
The integration is set up with support from our team, and an integrator if you have one: once access is configured, an automatic file transfer is scheduled at your preferred frequency (usually daily). Allow a few days between signing up and the first effective sync. Once the initial retrieval is complete, your cash tracking and forecast are operational in Okimia.
Activate this integration now
Start syncing your data in just a few clicks and save time.