Installation
Get the Most Out of the App
Business Central Integration
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.
Integration Benefits
By integrating Pipedrive with Business Central, your organization can:
Automate invoice and order generation based on Pipedrive deal stages
Ensure real-time synchronization of customer data across both platforms
Access up-to-date financial and inventory insights directly within Pipedrive
Significantly reduce time spent on manual data entry and reconciliation
Streamline your quote-to-cash process
Integration Process Overview
The setup process consists of four main stages:
Getting Started: Initial setup and account connection
Customer Settings: Configure customer data synchronization
Product Settings: Set up product catalog matching
Invoice/Order Settings: Define invoice and order creation and management rules
Prerequisites
Before beginning the integration process, please ensure you have:
An active Pipedrive account with administrative access
An active Business Central account with administrative access
Necessary authentication credentials for both platforms
Setup Process Overview
The integration setup consists of these main stages:
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