Overview

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

Get the Most Out of the App

Explore App Features

Data Flow between Business Central and Pipedrive

FAQs - Frequently Asked Questions

Need help? Let's talk

Need help? Let's talk

Need help? Let's talk

Pipedrive Business Central

Getting the Most Out of the App

Explore App Features

Explore App Features

Discover the new features designed to automate billing and streamline your Pipedrive to Business Central integration.

Save Time by Auto-Creating Invoices and Orders from Deals

Automatically convert Pipedrive deals into Microsoft Business Central invoices or orders as they progress. Eliminate manual data entry, reduce errors, and speed up your billing process with real-time updates and seamless syncing.


Save Time by Auto-Creating Invoices and Orders from Deals

Automatically convert Pipedrive deals into Microsoft Business Central invoices or orders as they progress. Eliminate manual data entry, reduce errors, and speed up your billing process with real-time updates and seamless syncing.


Save Time by Auto-Creating Invoices and Orders from Deals

Automatically convert Pipedrive deals into Microsoft Business Central invoices or orders as they progress. Eliminate manual data entry, reduce errors, and speed up your billing process with real-time updates and seamless syncing.


Stay Financially Informed with Real-Time Invoice Data

View booked invoice metrics from Microsoft Business Central directly within Pipedrive. Access up-to-date financial data instantly to make smarter, faster business decisions—without leaving your CRM.


Stay Financially Informed with Real-Time Invoice Data

View booked invoice metrics from Microsoft Business Central directly within Pipedrive. Access up-to-date financial data instantly to make smarter, faster business decisions—without leaving your CRM.


Stay Financially Informed with Real-Time Invoice Data

View booked invoice metrics from Microsoft Business Central directly within Pipedrive. Access up-to-date financial data instantly to make smarter, faster business decisions—without leaving your CRM.


Easily Recover Failed Syncs with One Click

Quickly identify and retry unsuccessful syncs. Get detailed error messages and use one-click replay to resolve issues—keeping your data accurate and workflows uninterrupted.


Easily Recover Failed Syncs with One Click

Quickly identify and retry unsuccessful syncs. Get detailed error messages and use one-click replay to resolve issues—keeping your data accurate and workflows uninterrupted.


Easily Recover Failed Syncs with One Click

Quickly identify and retry unsuccessful syncs. Get detailed error messages and use one-click replay to resolve issues—keeping your data accurate and workflows uninterrupted.


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