Business Central Integration
Streamline sales and accounting with Cloudify’s Business Central-Pipedrive Integration, enabling seamless deal-to-invoice conversion, product syncing, and efficient organization management.
Integration Overview
Features:
✓ Automatic Deal to Invoice/Order Creation
✓ Financial Metrics within Pipedrive
✓ Replay Unsuccessful Integrations
✓ Manual Company Creation
Key Business Benefits
Eliminate Manual Work
No double data entry between systems
Automate organisation/person, product and invoice/order creation
Real-time financial-data syncing
Stay Informed and In Control
View booked invoice metrics directly within Pipedrive organization/person
Fix failed syncs with "Replay" option
Update deals and re-sync to reflect changes
Instant notifications for sync actions in deal notes
Start with Free Expert Onboarding
Personalized setup for your Pipedrive account
Custom guidance for your specific needs
Integration 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.
Financial Metrics
View the financial metrics of organizations that include invoice details directly in Pipedrive from Microsoft Business Central under the Organization page.
Replay Failed Syncs
Our Replay feature for failed syncs, accessible from the deal notes, ensures you never miss an invoice integration.
Customer and Product sync
Ensure precise customer and product synchronisation between Pipedrive and Business Central
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