Streamline sales and accounting with Cloudify’s Business Central-Pipedrive Integration, enabling seamless deal-to-invoice conversion, product syncing, and efficient organization management.
Features:
✓Automatic Deal to Invoice/Order Creation
✓Financial Metrics within Pipedrive
✓Replay Unsuccessful Integrations
✓Manual Company Creation
Eliminate Manual Work
No double data entry between systems
Automate organisation/person, product and invoice/order creation
Real-time financial-data syncing
Stay Informed and In Control
View booked invoice metrics directly within Pipedrive organization/person
Fix failed syncs with "Replay" option
Update deals and re-sync to reflect changes
Instant notifications for sync actions in deal notes
Start with Free Expert Onboarding
Personalized setup for your Pipedrive account
Custom guidance for your specific needs
Automatic Deal to Invoice or Order Creation
Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.
Financial Metrics
View the financial metrics of organizations that include invoice details directly in Pipedrive from Microsoft Business Central under the Organization page.
Replay Failed Syncs
Our Replay feature for failed syncs, accessible from the deal notes, ensures you never miss an invoice integration.
Customer and Product sync
Ensure precise customer and product synchronisation between Pipedrive and Business Central
Testimonials
With Cloudify, integrating our data has become effortless — it’s the crucial element we were missing!
The support from Cloudify is exceptional — they consistently go the extra mile to guarantee our success.
Cloudify has eliminated the hassle of data synchronization, letting our team focus on core tasks.
Business Central
Total installs
69
Pricing
Cloudify subscriptions:
Pricing
Trial
15 free syncs to try the integration
Trial
Create customers, products and invoices /orders from Pipedrive to Microsoft Business Central
Sync and update customers financial data in Business Central to Pipedrive
Custom rules and mapping for creating customers and invoices in Microsoft Business Central
Replay failed sync from Pipedrive deal notes
Basic
Unlimited Customer Sync and Financial Data Updates
$15
/month
Unlimited manual company sync
Unlimited company financial data update from Business Central
Custom rules and mapping for creating customers in Microsoft Business Central
Premium
Comprehensive Customer, Products and Invoice Sync with Finanical Data Update
$30
/month
Unlimited manual company sync
Unlimited company financial data update from Business Central
Create invoices/orders and products from Pipedrive to Business central @ 0.15/ USD sync
Replay failed sync from Pipedrive activity log
Custom rules and mapping for creating companies, products and invoices/orders in Microsoft Business Central
Custom
Custom plan tailored to suit your business needs
One-time Setup fee as applicable
Monthly fee based on the transactions
Integration build as per your business flows and requirements
Dedicated support for implementation
Please contact us for an exact quote
