Cloudify

Support

Book a Free Set Up session

Help Center

Welcome to the Help Center! This site will get you up and running with Info in under 5 minutes.

Search

Search

Home
Installation

Connect Business Central account

Choose Your Subscription Plans

Invoice/Order Sync Rules

Customer Search Rules

Product Sync Rules

Assign Template to a Customer on BC

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Order Settings

Gettting the Most Out of the App

Data Flow between Business Central and Pipedrive

Data Flow between Business Central and Pipedrive

Best Practices and Support

Best Practices and Support

Home

Pipedrive Business Central

Getting the Most Out of the App

Data Flow between Business Central and Pipedrive

Data Flow between Business Central and Pipedrive

The table below shows what data is synced between Pipedrive and Business Central. The data flow is largely unidirectional from Pipedrive to Business Central except for the invoice/quote PDF copy imported back into Pipedrive as well as updated booked-invoice data synced into Pipedrive.