Overview

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Overview

Welcome to the Pipedrive-Business Central Integration Setup Guide. This comprehensive resource will help you connect your Pipedrive and Microsoft Dynamics 365 Business Central accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.

Table of Content

Table of Content

Integration Benefits

By integrating Pipedrive with Business Central, your organization can:

  1. Automate invoice and order generation based on Pipedrive deal stages

  2. Ensure real-time synchronization of customer data across both platforms

  3. Access up-to-date financial and inventory insights directly within Pipedrive

  4. Significantly reduce time spent on manual data entry and reconciliation

  5. Streamline your quote-to-cash process

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 PDF copy imported back into Pipedrive as well as updated booked-invoice data synced into Pipedrive.






Q: Why did my workflow fail with the error, "No. must have a value in Sales Header... It cannot be zero or empty," when trying to create an order in Business Central?
Q: Why did my workflow fail with the error, "No. must have a value in Sales Header... It cannot be zero or empty," when trying to create an order in Business Central?
Q: Why did my workflow fail with the error, "No. must have a value in Sales Header... It cannot be zero or empty," when trying to create an order in Business Central?

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Advanced Integration Settings

Advanced Integration Settings

Advanced Integration Settings

Previous

Invoice/Order Settings

Next

Prerequistes

Data Flow Between Pipedrive and Business Central

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