Set up Customer Search Rules to seamlessly synchronize customer information between Pipedrive and Microsoft Business Central, ensuring data consistency and avoiding duplicate entries. The integration actively searches for customers based on your defined parameters; if a match is found, that record is used; otherwise, a new customer profile is created to maintain a comprehensive database.
1.1 Organization Matching Criteria
You can configure company matching criteria by selecting a field in Pipedrive (e.g., Organization Name, Email) corresponding to the chosen Microsoft Business Central field. This ensures both platforms refer to the same company data when syncing information, maintaining consistency across systems.
