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: 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: 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 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: 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 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: 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: 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 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?