Seamlessly connect Pipedrive with Business Central. Convert deals to invoices and sync CRM with accounting for complete revenue visibility.

Business Central Integration Overview

Transform Your Sales-to-Finance Operations

Features:

• ✅ Automatic Deal to Invoice/Order Creation
• ✅ Financial Metrics within Pipedrive
• ✅ Replay Unsuccessful Integrations
• ✅ Manual Company Creation

Key Business Benefits:

1.Eliminate Manual Work

• No double data entry between systems
• Automate organisation/person, product and invoice/order creation

2.Real-time financial-data syncing

• Stay Informed and In Control
• View booked invoice metrics directly within Pipedrive organization/person

3.Fix failed syncs with "Replay" option

• Update deals and re-sync to reflect changes
• Instant notifications for sync actions in deal notes

4.Start with Free Expert Onboarding

• Personalized setup for your Pipedrive account

Start your free trial with 15 credits today! Book a free 30-minute onboarding session, and let us transform your billing process.

Integration features

• Automatic Deal to Invoice/Order Creation: Transform deals into invoices/orders with real-time updates.
• Financial Metrics: View Business Central booked invoice metrics in Pipedrive
• Replay Failed Syncs: Recover unsuccessful integrations
• Customer and Product sync: Ensure precise customer and product synchronisation between Pipedrive and Business Central
• B2C Customer Management: Convert Pipedrive person/people to Microsoft Business Central customers

• Step 1: To get started click on "Allow and install"
• Step 2: Now click on "Quick install"
• Step 3: Now you have to connect Microsoft Business Central account by inputting your credentials. Then click "Continue"
• Step 4: Now Choose the environment and company within Microsoft Business Central
• Step 5: Choose your preffered plan and click on "Next"
• Step 6: "Set Up Invoice/Order Creation Rules" -Add a pipeline, select a deal stage and choose draft order /invoice creation. Click "Next".
• Step 7: On the next stage, you have to set "Customer Synchronization Preferences". On the same page, you can select B2C option. And click "Next".
• Step 8: The next step is to select "Product Sync Rules"
• Step 9 : We’ve also added an option to streamline deal-level discounting. If you’d like to apply a discount simply enable the option below.
• Step 10: Click ‘Finish’ to complete the process.

For a detailed setup guide, click here

For assistance, please reach out to us at support@cloudify.biz or schedule a meeting, and our team will reach out to you. You can also find more information about this Pipedrive Business Central integration on our website.