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Pipedrive Integration - For Dynamics 365 Business Central

Connect your sales and finance teams with a smooth, automated sync between Pipedrive and Microsoft Dynamics 365 Business Central.

This extension eliminates manual data entry by synchronizing deals, organizations, contacts, and activities from Pipedrive directly into Business Central. Your sales pipeline stays aligned with your order processing, customer management, and financial workflows.

The integration is simple to configure and runs in the background. As sales teams update deals in Pipedrive, Business Central receives the information in real time. Finance teams gain accurate customer records, pricing, documents, and reporting without chasing updates from sales.

Whether you are managing leads, updating customer details, or tracking deal progress, this connector keeps both systems fully aligned and reduces operational friction.

Key capabilities include:

• Automatic sync of Pipedrive organizations to Business Central Customers
• Sync of Pipedrive contacts to Business Central Contact records
• Deal synchronization with pipeline stages mapped to Business Central document statuses
• Activity sync for notes, follow-ups, and interactions
• Configurable synchronization rules and field mappings
• One-click manual sync option
• Background scheduled sync
• Error logs and retry handling
• Secure authentication using Pipedrive API tokens

This integration helps companies unify sales and accounting processes, maintain accurate data, and speed up decision-making across departments.