Installation
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FAQs - Frequently Asked Questions
IMPORTANT: Always check the "All" subsection under the History section of your Pipedrive deals to view the status of your integration run.
Q: 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
Q: 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
Q: 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
Q: My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?
Expand the "History" section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice attached. Please note that Business Central does not provide a PDF copy of the sales order, just the sales invoice PDF back into Pipedrive. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the 'Replay' button in the notes to re-run the integration.
Q: My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?
Expand the "History" section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice attached. Please note that Business Central does not provide a PDF copy of the sales order, just the sales invoice PDF back into Pipedrive. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the 'Replay' button in the notes to re-run the integration.
Q: My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?
Expand the "History" section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice attached. Please note that Business Central does not provide a PDF copy of the sales order, just the sales invoice PDF back into Pipedrive. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the 'Replay' button in the notes to re-run the integration.
Q: I have installed the app, but how do I create the invoice/order now?
Set up triggers for specific deal stages in My apps > Business Central Integration > Settings > Invoice/Order
Q: I have installed the app, but how do I create the invoice/order now?
Set up triggers for specific deal stages in My apps > Business Central Integration > Settings > Invoice/Order
Q: I have installed the app, but how do I create the invoice/order now?
Set up triggers for specific deal stages in My apps > Business Central Integration > Settings > Invoice/Order
Q: Will the invoice/order be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order in Business Central. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
Q: Will the invoice/order be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order in Business Central. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
Q: Will the invoice/order be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order in Business Central. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
Q: Can I connect my Pipedrive account with multiple Business Central accounts using Cloudify's app?
No. You can only connect one Business Central account to one Pipedrive account at a time. However, you can connect a new Business Central account if needed, by disconnecting the existing Business Central connection.
Q: Can I connect my Pipedrive account with multiple Business Central accounts using Cloudify's app?
No. You can only connect one Business Central account to one Pipedrive account at a time. However, you can connect a new Business Central account if needed, by disconnecting the existing Business Central connection.
Q: Can I connect my Pipedrive account with multiple Business Central accounts using Cloudify's app?
No. You can only connect one Business Central account to one Pipedrive account at a time. However, you can connect a new Business Central account if needed, by disconnecting the existing Business Central connection.
Q: Can I connect multiple Business Central environments to Pipedrive using this integration?
At the moment, only a single environment can be connected.
Q: Can I connect multiple Business Central environments to Pipedrive using this integration?
At the moment, only a single environment can be connected.
Q: Can I connect multiple Business Central environments to Pipedrive using this integration?
At the moment, only a single environment can be connected.
Q: I am unable to import my Business Central customer and product data to Pipedrive with this application.
The integration syncs customer and product data from Pipedrive to Business Central only, not the other way around.
Q: I am unable to import my Business Central customer and product data to Pipedrive with this application.
The integration syncs customer and product data from Pipedrive to Business Central only, not the other way around.
Q: I am unable to import my Business Central customer and product data to Pipedrive with this application.
The integration syncs customer and product data from Pipedrive to Business Central only, not the other way around.
Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
You need to manually open each company or people in Pipedrive respectively and click on "Update" in the CRM card.
Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
You need to manually open each company or people in Pipedrive respectively and click on "Update" in the CRM card.
Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?
You need to manually open each company or people in Pipedrive respectively and click on "Update" in the CRM card.
Q: What if I don't want to manually go to each company or contact and update it?
In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.
Q: What if I don't want to manually go to each company or contact and update it?
In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.
Q: What if I don't want to manually go to each company or contact and update it?
In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.