Business Central Integration
interactive features

Business Central Integration

by Cloudify

interactive features
interactive features

Instantly create customers, products, and invoices/orders in Business Central Integration after every deal won in Pipedrive.

Manage contracts, Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

The Microsoft Business Central Integration seamlessly connects Pipedrive with Microsoft Business Central, enabling automatic syncing of customers, products, invoices/orders and updating sales data in real time. You can view the organisation's financial details in the custom panel of Pipedrive and create invoices/orders in Microsoft Business Central when a deal stage changes in Pipedrive. The advantages include real-time data updates, a replay option for failed syncs, flexible field mappings, and tailored sync rules.

What’s New?

  • Easy B2C Customer Management: Convert your Pipedrive person/people into new customer entries in Microsoft Business Central, streamlining your CRM and accounting processes.
  • Simplified Invoicing: Our integration allows invoice creation using only the deal value, eliminating the need to specify individual products.

Key Features

  1. Automatic Deal to Invoice or Order Creation: Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.

  2. Financial Metrics: View the financial metrics of organizations that include invoice details directly in Pipedrive from Microsoft Business Central under the Organisation page.

  3. Replay Unsuccessful Integrations: Our Replay feature for failed syncs, accessible from the deal notes, ensures you never miss an invoice integration.

  4. Manual Company Creation: Manually create or update organisations from Pipedrive as customers in MSBC.

Features

Panels

Panels

Instantly see and interact with Business Central Integration as you dive into the details of your deals/contacts in Pipedrive.

Business Central Sync

Locations:organization details

Installation instructions

Here's a simple guide to setting up the Microsoft Business Central Sync:

  1. Click Install Now and proceed to the authorization screen Choose the Pipedrive account for installation and authorize the app access. Click Allow and Install.

  2. After successful authorization, you'll be directed to the Business Central authentication page. Click Connect Business Central to link your account and log in to your Business Central account.

  3. Select the environment and company. You need to upload and deploy the extension in your Business Central account and then proceed.

  4. Select your preferred subscription plan. The trial plan is selected as the default plan. It is free with 15 credits and with no time limit. You can easily upgrade to the paid plan by clicking Manage plan inside the app settings.

  5. Customize your customer, product and invoice sync settings according to your requirements.

  6. Review the workflow steps on the final screen. Click Finish to complete the installation process.

For a detailed setup guide, click here

For assistance, please reach out to us at [email protected] or schedule a meeting, and our team will reach out to you. You can also find more information about this Pipedrive Business Central integration on our website.

Also popular in this category

If you’re interested in this app, you might also like:

Outfunnel
Outfunnel
Unite your sales and marketing data and prioritize your leads. Works with tools like Mailchimp, ActiveCampaign, Klaviyo, Calendly, Brevo, and more.
Dedupely
free
Dedupely
Dedupely merges Pipedrive duplicates without losing customer data.
Dear Lucy
Dear Lucy
Predictive Sales Forecasting, Sales Reporting, Pipeline Analytics, Recurring Revenue (MRR/ARR), Sales Target Tracking. AI powered! FREE trial! 🌟

User reviews

User reviews

Empty resultsNo reviews yet.

Sign in to add a review.

Overall rating

5,0

5 stars

100%

4 stars

0%

3 stars

0%

2 stars

0%

1 stars

0%

View all reviews

Can't find the app you need?

Use our powerful API to build awesome apps for either your company or for all Pipedrive users.

Build an app