Business Central
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
FAQ
What exactly does this integration do?
This integration helps you:
Turn your Pipedrive deals into Business Central invoices or Orders
Keep your Pipedrive and Business Central product and customer data in sync
View financial information within Pipedrive contacts
Track sync-status in your Pipedrive deal notes
Can I set up the integration myself?
Yes, you can set up the integration on your own. The process is straightforward and well-documented. For detailed instructions, please refer to our Integration Setup Guide.
Can I manually add or modify organisations for Business Central in Pipedrive?
Absolutely! You can easily add or modify organisations and swiftly update their financial data from Pipedrive.
How does the Product Sync feature benefit me?
During every sync operation, it ensures that your products are consistently synchronised between Pipedrive and Business Central.
