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IMPORTANT: Always check the “All” subsection under the History section of your Pipedrive deals to view the status of your integration run.
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
Expand the “History” section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice attached. Please note that Business Central does not provide a PDF copy of the sales order, just the sales invoice PDF back into Pipedrive. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the ‘Replay’ button in the notes to re-run the integration.
Set up triggers for specific deal stages in My apps > Business Central Integration > Settings > Invoice/Order
No. The integration only creates a draft invoice/order in Business Central. It won’t be automatically sent to your customers. You’ll need to send it to your customer manually for now.
No. You can only connect one Business Central account to one Pipedrive account at a time. However, you can connect a new Business Central account if needed, by disconnecting the existing Business Central connection.
At the moment, only a single environment can be connected.
The integration syncs customer and product data from Pipedrive to Business Central only, not the other way around.
You need to manually open each company or people in Pipedrive respectively and click on “Update” in the CRM card.
In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don’t want it). This will ensure that customers and products gets updated in accounting system.
Yes. The integration will create a new customer record in Business Central using the information from your Pipedrive person/organization added in the deal.
The app provides you three options to choose from if a product from Pipedrive is not found in Business Central:
  • Take no action by skipping invoice/order generation
  • Choose from a default product that serves as a placeholder
  • Create a new product in Business Central
Check:
  • Your Pipedrive deal notes for any sync errors
  • Your Business Central connection status
  • If needed, try the “Replay” option in deal notes
  • Contact support@cloudify.biz if issues persist
Use the “Replay” option in your deal’s history notes. This allows you to retry any failed sync attempts.
Failed integration attempts are not counted towards your usage. You will only be charged for successful invoice/order creations.
This error could come up due to two major reasons:
  • Limited permissions in Business Central (Check with your Business Central admin if the connected BC account has the required licenses and permissions for customer creation in Business Central)
  • No templates assigned to a customer (Watch this video to learn how to enable this)
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