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

Data Flow between Business Central and Pipedrive

Best Practices and Support

FAQs - Frequently Asked Questions

Pipedrive Business Central

Getting the Most Out of the App

FAQs - Frequently Asked Questions

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?

Q: My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?

Q: My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?

Q: I have installed the app, but how do I create the invoice/order now?

Q: I have installed the app, but how do I create the invoice/order now?

Q: I have installed the app, but how do I create the invoice/order now?

Q: Will the invoice/order be directly sent to my customer after it is created?

Q: Will the invoice/order be directly sent to my customer after it is created?

Q: Will the invoice/order be directly sent to my customer after it is created?

Q: Can I connect my Pipedrive account with multiple Business Central accounts using Cloudify's app?

Q: Can I connect my Pipedrive account with multiple Business Central accounts using Cloudify's app?

Q: Can I connect my Pipedrive account with multiple Business Central accounts using Cloudify's app?

Q: Can I connect multiple Business Central environments to Pipedrive using this integration?

Q: Can I connect multiple Business Central environments to Pipedrive using this integration?

Q: Can I connect multiple Business Central environments to Pipedrive using this integration?

Q: I am unable to import my Business Central customer and product data to Pipedrive with this application.

Q: I am unable to import my Business Central customer and product data to Pipedrive with this application.

Q: I am unable to import my Business Central customer and product data to Pipedrive with this application.

Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?

Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?

Q: How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?

Q: What if I don't want to manually go to each company or contact and update it?

Q: What if I don't want to manually go to each company or contact and update it?

Q: What if I don't want to manually go to each company or contact and update it?

Q: What if my Pipedrive contact is not present in Business Central? Will the integration work?

Q: What if my Pipedrive contact is not present in Business Central? Will the integration work?

Q: What if my Pipedrive contact is not present in Business Central? Will the integration work?

Q: What if my Pipedrive product is not present in Business Central? Will the integration work?

Q: What if my Pipedrive product is not present in Business Central? Will the integration work?

Q: What if my Pipedrive product is not present in Business Central? Will the integration work?

Q: I have connected my Business Central account to Pipedrive but I can't see the created invoice/order in Business Central

Q: I have connected my Business Central account to Pipedrive but I can't see the created invoice/order in Business Central

Q: I have connected my Business Central account to Pipedrive but I can't see the created invoice/order in Business Central

Q: How can I re-run failed integration attempts?

Q: How can I re-run failed integration attempts?

Q: How can I re-run failed integration attempts?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: I get the error "Workflow execution failed: Error while creating customer". What should be done here?

Q: I get the error "Workflow execution failed: Error while creating customer". What should be done here?

Q: I get the error "Workflow execution failed: Error while creating customer". What should be done here?

Q: I have moved the deal from one stage to another, but the invoice/order is not yet created

Q: I have moved the deal from one stage to another, but the invoice/order is not yet created

Q: I have moved the deal from one stage to another, but the invoice/order is not yet created

Q: I'm seeing an error message that says "Products are not enabled for the company". How do I fix this?

Q: I'm seeing an error message that says "Products are not enabled for the company". How do I fix this?

Q: I'm seeing an error message that says "Products are not enabled for the company". How do I fix this?

Q: The generated invoice/order is missing some information, how can I correctly update this information?

Q: The generated invoice/order is missing some information, how can I correctly update this information?

Q: The generated invoice/order is missing some information, how can I correctly update this information?

Q: How do I update the booked invoice (or financial) data from Business Central in Pipedrive?

Q: How do I update the booked invoice (or financial) data from Business Central in Pipedrive?

Q: How do I update the booked invoice (or financial) data from Business Central in Pipedrive?

Can other users within my company use this integration on their Pipedrive account?

Can other users within my company use this integration on their Pipedrive account?

Can other users within my company use this integration on their Pipedrive account?