Integrate Pipedrive with Visma Horizon ERP
Empower your business with a seamless sales-to-finance workflow. By linking Pipedrive CRM with Visma Horizon ERP, you get real-time client, deal, and product data flowing both ways — reducing manual work and eliminating errors while automating financial document creation.
Get smarter sales forecasts, automated invoices, and streamlined operations — all in one connected system.
Why This Integration Matters
Work smarter: end data silos and unify functions
Without integration, sales, accounting, and operations live in separate systems — leading to duplicated data entry, delayed order fulfilment, and billing mistakes. Connecting Pipedrive with Horizon bridges that gap:
Sync customers and products automatically
Generate sales and financial documents without manual steps
Maintain accurate master data across CRM and ERP
Turn disconnected workflows into a single source of truth your team can trust
Integration Benefits & Automation
Boost efficiency with automated processes
Visma Horizon has helped Latvian businesses streamline their resource and accounting operations for over 20 years, supporting thousands of users and core financial processes. With Pipedrive integration, you can:
Capture new leads and instantly generate quotes and orders
Auto-create invoices and financial records upon deal closure
Reduce manual admin between sales and accounting
Spend less time on repetitive tasks and more on growth.
Stats highlight: Horizon serves 12 000+ users and supports core accounting for a large share of Latvian businesses — proving its reliability at scale.
Growth, Accuracy & Insight
Unlock deeper insight and scalability
Combining CRM insights from Pipedrive with Horizon’s financial backbone gives you a competitive edge:
Better revenue forecasting and performance tracking
Faster month-end closing thanks to synchronized data
More accurate reporting with fewer reconciliation errors
Whether you’re scaling sales or tightening financial control, this integration empowers teams with connected data and automated processes so you can grow without growing pains.
What they say #2
eXpanby at a glance
Real CRM clarity. Measurable sales impact.
We help growing teams turn Pipedrive into a system they actually trust. Every setup, optimisation, and workflow is designed to support real sales decisions.
Need Help?
Don't hesitate to contact us for more help.
Whether you’re exploring Pipedrive for the first time or you’re looking to optimise your existing setup, eXpanby’s experts are here to guide you.
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Sales & CRM Questions
Frequently Ask Questions.
Your questions, explained – we’ve gathered the queries we hear most often and given straightforward responses to help you decide if we’re the right partner.
eXpanby is a team of CRM professionals specialising in Pipedrive implementation, onboarding, and sales process automation. We design CRM systems not just for management visibility but for sales teams to actually use in their daily work. Our goal is to help businesses unlock new revenue opportunities, automate repetitive administrative tasks, improve collaboration, and focus on building stronger customer relationships. We integrate tools such as Meta, LinkedIn, WhatsApp, ERP systems, Field Service Management platforms, VoIP solutions, Business Intelligence tools and more, creating one connected ecosystem around Pipedrive.
We primarily work with small and medium-sized businesses across industries including Technology and IT, Energy and Utilities, Agriculture, Manufacturing, Business Services, Healthcare, Automotive, Finance, Construction, Professional Services, and Media and Entertainment. We serve clients across Europe and beyond. Our multilingual team supports Latvian, Lithuanian, Estonian, Ukrainian, English, Russian, German, and Polish, ensuring smooth CRM adoption and communication across international teams.
Our quick-start onboarding approach allows your Pipedrive CRM to go live quickly and efficiently. We set up the system structure, pipelines, user roles, permissions, data migration, essential automations, reporting dashboards, and key integrations. After the setup, we train administrators, managers, and sales users so everyone understands how to use the system confidently. In just a few focused sessions, your team can begin working in a fully functional CRM environment and start closing deals, with optional follow-up sessions to refine and optimise the setup.
We build custom integrations that connect Pipedrive with a wide range of business tools including Meta advertising platforms, LinkedIn and Surfe, WhatsApp, VoIP systems such as CloudTalk, Field Service Management solutions like Frontu, ERP and accounting systems, Business Intelligence dashboards, websites and lead forms, and mobile productivity environments such as Samsung DeX. If your system has an API, we can integrate it. Our goal is to eliminate double data entry and create a single, reliable source of truth across marketing, sales, finance, and operations.
CloudTalk integrates your calling system directly into Pipedrive, allowing sales teams to make and receive calls within the CRM. All call activities are automatically logged under contacts and deals, recordings can be stored, and workflows can be triggered based on call outcomes. This improves visibility into communication history, ensures consistent follow-ups, and enhances team performance tracking.
The Frontu integration connects sales and service operations by automatically creating service jobs when a deal is marked as won in Pipedrive. Customer and asset data synchronise between systems, technicians update job progress in Frontu, and completion notes sync back to Pipedrive so sales teams stay informed in real time. Samsung DeX enhances mobility by allowing sales professionals to use Pipedrive in a desktop-like environment directly from their mobile device, which is especially useful for field sales, on-site presentations, and immediate deal updates.
Surfe connects LinkedIn directly with Pipedrive, enabling users to add LinkedIn contacts to the CRM with a single click and synchronise conversation history. It enriches contact data and allows deals to be created directly from LinkedIn interactions. This significantly streamlines outbound prospecting and reduces manual data entry for sales teams relying on LinkedIn for lead generation.
Yes. Our role does not end after implementation. We provide both on-site and online training for administrators, managers, and sales representatives, along with continuous support and process optimisation guidance. As your business evolves, we help refine workflows, integrations, and automation to ensure your CRM continues to support your growth. We position ourselves as a long-term partner focused on sustainable sales success rather than a one-time implementation provider.
Grow your business with eXpanby
Don’t let a bad sales process cost you 10% of revenue
Only 14% of companies have a clear, consistently followed sales process, meaning most businesses are winging it and wasting precious time. This lack of structure has a real price: 44% of companies lose more than 10% of their annual revenue because of inaccurate CRM data and disjointed workflows.