Integrate Microsoft Dynamics 365 Business Central with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Pipedrive

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About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Want to explore Microsoft Dynamics 365 Business Central + Pipedrive quick connects for faster integration? Here’s our list of the best Microsoft Dynamics 365 Business Central + Pipedrive quick connects.

Explore quick connects

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Connect Microsoft Dynamics 365 Business Central + Pipedrive in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Pipedrive without coding knowledge. Start creating your own business flow.

  • Triggers
  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Contact

    Trigger when new contact created.

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • Actions
  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Customer

    Update Customer

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How Microsoft Dynamics 365 Business Central & Pipedrive Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics 365 Business Central to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics 365 Business Central and Pipedrive

I am going to talk about Microsoft Dynamics 365 Business Central and Pipedrive. Pipedrive is a cloud-based sales and marketing application that helps organizations and businesses to sell more and make more money.

Microsoft Dynamics 365 Business Central is a cloud-based enterprise resource planning (ERP. system that is integrated with different functionalities. It covers the various areas of business such as sales, procurement, and human resources.

Microsoft Dynamics 365 Business Central and Pipedrive can be integrated together to help businesses to manage their sales activities easily. Both the applications are based on cloud-based technpogy, which allows users to access the applications from anywhere. The integration of these two applications will give the users of Pipedrive a chance to access the information in Microsoft Dynamics 365 Business Central.

Integration of Microsoft Dynamics 365 Business Central and Pipedrive

Integration of these two applications is easy when you register Pipedrive as an extension in Microsoft Dynamics 365 Business Central. A few clicks will allow you to integrate the two applications together.

It also offers several features such as:

· Opportunity Management. Users can manage the opportunities in Pipedrive and link them with any case or contract in Microsoft Dynamics 365 Business Central.

· Feedback Management. Users can ask for feedback from the clients through Pipedrive, which will be integrated with Microsoft Dynamics 365 Business Central. They can then use this feedback information in future projects.

· Sales Forecasting. By integrating Microsoft Dynamics 365 Business Central and Pipedrive, users can create a forecast for the sales in Microsoft Dynamics 365 Business Central. Information about pipeline, quotes, orders, and invoices will be synced to Pipedrive for the forecasting process.

· Multi-Client Management. Pipedrive will allow users to share data with multiple clients without limiting the number of clients. This feature can be used in order management, opportunity management, and deliverable management.

· Custom Field Management. Users can define their own custom fields in Pipedrive and integrate them with Microsoft Dynamics 365 Business Central. These custom fields will also be synced with other records in both the applications.

· Contact Management. Pipedrive will allow users to sync all contact details from Microsoft Dynamics 365 Business Central with Pipedrive. This information can be used in email campaigns and social media marketing activities.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Pipedrive

The integration of these two applications helps businesses to save time and money by automating several tasks. It also allows users to access data from anywhere they want, which helps them to save time as well. The integration of these two applications also makes it easy for users to manage their sales activities because it gives them a chance to access the data from different systems without any problem.

The process to integrate Microsoft Dynamics 365 Business Central and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm