Integrate Pipedrive with Microsoft Dynamics 365 Business Central

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

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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

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.

Microsoft Dynamics 365 Business Central Integrations

Best Pipedrive and Microsoft Dynamics 365 Business Central Integrations

  • Pipedrive Integration Microsoft Dynamics 365 Business Central Integration

    Pipedrive + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Employee
  • Pipedrive Integration Microsoft Dynamics 365 Business Central Integration

    Pipedrive + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Customer
  • Pipedrive Integration Microsoft Dynamics 365 Business Central Integration

    Pipedrive + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Item
  • Pipedrive Integration Microsoft Dynamics 365 Business Central Integration

    Pipedrive + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Vendor
  • Pipedrive Integration Microsoft Dynamics 365 Business Central Integration

    Pipedrive + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Sales Invoice
  • Pipedrive Integration {{item.actionAppName}} Integration

    Pipedrive + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Pipedrive + Microsoft Dynamics 365 Business Central in easier way

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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 Item

    Updates an item.

  • Update Sales Order

    Updates an order.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Pipedrive & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Pipedrive 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 Microsoft Dynamics 365 Business Central 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 Pipedrive to Microsoft Dynamics 365 Business Central.

    (2 minutes)

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

Integration of Pipedrive and Microsoft Dynamics 365 Business Central

The purpose of this article is to discuss the potential benefits of Pipedrive and Microsoft Dynamics 365 Business Central integration.

Pipedrive is a sales management platform used by companies of all sizes including Fortune 500 companies, startups, and small businesses. It is an easy-to-use sales pipeline management app that enables users to close more deals by managing leads and contacts in one place. The software enables users to manage sales leads, sales opportunities, track sales activities, and visualize results through live dashboards. Pipedrive is cloud-based and easily integrates with Salesforce, Zoho CRM, Hubspot and other platforms. According to their website (www.pipedrive.com), over 220,000 companies are using Pipedrive in more than 200 countries.

Microsoft Dynamics 365 Business Central is a business management application that helps people plan, organize and manage every aspect of their business operations. It has a set of functionalities that helps users make informed decisions with real-time insights from any device including desktop, tablet, or mobile phone. Businesses can use this application to manage customers, employees, tasks, projects, finance and inventory.

Integration between Pipedrive and Microsoft Dynamics 365 Business Central can help organizations increase their visibility into sales funnel, obtain hpistic view of customer engagement, generate revenue opportunities and improve customer service by automating business processes.

  • Integration between Pipedrive and Microsoft Dynamics 365 Business Central can help organizations increase their visibility into sales funnel. The ability to connect both systems will allow users to view each lead's activity history across the entire customer journey without switching between multiple applications. This will ensure that they have a complete picture of what is going on with each customer in their marketing funnel.
  • Integration between Pipedrive and Microsoft Dynamics 365 Business Central can help organizations obtain hpistic view of customer engagement. Users will be able to interact with prospects and customers within the same system so there will be no need for repeated data entry or manual update process for customer info.
  • Integration between Pipedrive and Microsoft Dynamics 365 Business Central can help organizations generate revenue opportunities. Pipedrive allows users to schedule emails based on a set of rules and send them at the right time when it matters most like when the lead becomes hot or when the sales team gets back from vacation. It also notifies sales reps about events such as price changes and product launches which will enable them to spend more time on high value activities instead of being distracted by low priority tasks such as updating pipeline reports. By integrating Pipedrive with Microsoft Dynamics 365 Business Central, users can easily create a new opportunity directly from a lead's activity timeline and convert new leads into paying customers.
  • Integration between Pipedrive and Microsoft Dynamics 365 Business Central can help organizations improve customer service by automating business processes which will reduce time spent on manual work. For instance, it automates the process of sending out welcome emails to new leads immediately after they sign up for a trial account in Microsoft Dynamics 365 Business Central so that users can focus on other important tasks while ensuring customer satisfaction. Automation features also allow sales teams to spend less time manually updating new information about the prospect or customer in Pipedrive's contact record because it automatically pushes all new records from Microsoft Dynamics 365 Business Central into Pipedrive's contact list where users can add notes directly from the record or update status via notifications or email alerts.
  • Integrating Pipedrive and Microsoft Dynamics 365 Business Central can help organizations increase visibility into sales funnel, obtain hpistic view of customer engagement, generate revenue opportunities and improve customer service by automating business processes.

    The process to integrate Pipedrive and Microsoft Dynamics 365 Business Central 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.