Pipedrive

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Business Central

Business Central

Business Central

Accounting

Streamline sales and accounting with Cloudify’s Business Central-Pipedrive Integration, enabling seamless deal-to-invoice conversion, product syncing, and efficient organization management.

Starting from 99 DKK

Free 15 credits available

Integrations

ERP

Accounting

Company records

Contact management

Deals

Subscription includes

Free updates

Free customer support (Danish and English)

Support

Documentation

Get Support

Requirements

  • This integration requires one of the HubSpot plans Starter, Professional, or Enterprise.

  • The Visma e-conomic app requires access to the following permissions on your HubSpot account

  • Cloudify Subscription

Overview

Dealing with disconnected sales and accounting systems? Cloudify's Business Central Integration links Pipedrive with Business Central, enabling seamless conversion of deals into invoices, efficient organization management, and real-time product synchronization. Enhance workflow, gain financial clarity, and quickly resolve errors with the replay feature.


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.

Features

Automatic Deal to Invoice or Order Creation

Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.



Automatic Deal to Invoice or Order Creation

Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.



Automatic Deal to Invoice or Order Creation

Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.



Financial Metrics

View the financial metrics of organizations that include invoice details directly in Pipedrive from Microsoft Business Central under the Organization page.


Financial Metrics

View the financial metrics of organizations that include invoice details directly in Pipedrive from Microsoft Business Central under the Organization page.


Financial Metrics

View the financial metrics of organizations that include invoice details directly in Pipedrive from Microsoft Business Central under the Organization page.


FAQ

What is the Business Central Integration by Cloudify?

It's a dynamic integration tool designed to seamlessly connect Pipedrive with Microsoft Dynamics 365 Business Central, facilitating efficient data synchronisation, deals, products, and more synchronisation.

What is the Business Central Integration by Cloudify?

It's a dynamic integration tool designed to seamlessly connect Pipedrive with Microsoft Dynamics 365 Business Central, facilitating efficient data synchronisation, deals, products, and more synchronisation.

What is the Business Central Integration by Cloudify?

It's a dynamic integration tool designed to seamlessly connect Pipedrive with Microsoft Dynamics 365 Business Central, facilitating efficient data synchronisation, deals, products, and more synchronisation.

How does the Deal-to-Invoice/Order creation feature work?

How does the Deal-to-Invoice/Order creation feature work?

How does the Deal-to-Invoice/Order creation feature work?

Can I manually add or modify organisations for Business Central in Pipedrive?

Can I manually add or modify organisations for Business Central in Pipedrive?

Can I manually add or modify organisations for Business Central in Pipedrive?

How does the Product Sync feature benefit me?

How does the Product Sync feature benefit me?

How does the Product Sync feature benefit me?

Related products

Starts from $15 /month

Free 15 credits available

Latest Update

03.02.2025

Active Installs

69

Integrations

Contact management

Deals

Subscription includes

Free updates

Unlimited manual company sync

Company financial data sync

Free customer support (Danish and English)

Requirements

Pricing

Trial


Free 15 trial syncs

  • Create customers, products and invoices /orders from Pipedrive to Microsoft Business Central

  • Sync and update customers financial data in Business Central to Pipedrive

  • Custom rules and mapping for creating customers and invoices in Microsoft Business Central

  • Replay failed sync from Pipedrive deal notes

Basic


$15

/month

  • Unlimited manual company sync

  • Unlimited company financial data update from Business Central

  • Custom rules and mapping for creating customers in Microsoft Business Central

Premium


$30

/month

  • Unlimited manual company sync

  • Unlimited company financial data update from Business Central

  • Create invoices/orders and products from Pipedrive to Business central @ 0.15/ USD sync

  • Replay failed sync from Pipedrive activity log

  • Custom rules and mapping for creating companies, products and invoices/orders in Microsoft Business Central

Custom


Get a free quote

  • One-time Setup fee as applicable

  • Monthly fee based on the transactions

  • Integration build as per your business flows and requirements

  • Dedicated support for implementation

  • Please contact us for an exact quote

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.

Cloudify

Modern and intelligent business process automation and integration platform to connect your enterprise.