Microsoft Dynamics 365 Business Central + Pipedrive Integration
Integrate Microsoft Dynamics 365 Business Central (Beta to Pipedrive in one click, or tell Integrately AI how you want each record handled. Create deals, update organizations, track activities, and sync records automatically.
Free forever.Use premium features free for 14 days.1.
Record is created in Microsoft Dynamics 365 Business Central- Record is updated in Microsoft Dynamics 365 Business Central
Project is created in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is deleted in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
2.
- Update record in Microsoft Dynamics 365 Business Central
- Search record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Create activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 Business Central + Pipedrive Integration
Create deals, update organisations, track activities, sync records, and manage your sales pipeline, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Microsoft Dynamics 365 Business Central (Beta + Pipedrive flow
Connect your favourite tools to notify teams, update sheets, send campaigns, and track payments once your records and deals are in motion. Pick a combination and activate it in one click.
+
Shopify (4)
Shopify (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) +
Stripe (4)
Stripe (4) +
Microsoft Outlook (4)
Microsoft Outlook (4) M
S
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Create a Shopify customer when a Microsoft Dynamics 365 Business Central (Beta record is created, and add a person in Pipedrive.
New records in Microsoft Dynamics 365 Business Central (Beta instantly create customers in Shopify and contacts in Pipedrive without manual re-keying.
S
M
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When a Shopify order is created, create a record in Microsoft Dynamics 365 Business Central (Beta and add a deal in Pipedrive.
Store orders automatically generate accounting records in Microsoft Dynamics 365 Business Central (Beta and sales deals in Pipedrive.
S
M
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Update the Microsoft Dynamics 365 Business Central (Beta record and Pipedrive deal whenever a Shopify product is updated.
Product updates in Shopify instantly propagate to Microsoft Dynamics 365 Business Central (Beta and Pipedrive to maintain item consistency.
S
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Use ChatGPT to summarise new Shopify orders, log them in Microsoft Dynamics 365 Business Central (Beta, and create a Pipedrive deal.
ChatGPT extracts order highlights, which are saved into Microsoft Dynamics 365 Business Central (Beta and converted into a Pipedrive deal.
Supported triggers and actions for Microsoft Dynamics 365 Business Central and Pipedrive
Mix and match to build the exact automation you need
Microsoft Dynamics 365 Business Central Triggers & Actions
Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → What can you automate with Microsoft Dynamics 365 Business Central (Beta + Pipedrive?
Streamline your financial records and sales pipeline with robust automations that connect Microsoft Dynamics 365 Business Central (Beta and Pipedrive.
🔄
Sync records and sales deals automatically
Create a Pipedrive deal instantly whenever a new record is generated in Microsoft Dynamics 365 Business Central (Beta, eliminating manual data entry between your accounting and CRM systems.
📋
Capture every submitted custom field
Map detailed record properties and custom parameters from Microsoft Dynamics 365 Business Central (Beta directly into Pipedrive fields for complete customer profiles.
🔔
Alert your sales team immediately
Send instant notifications to your team in Slack or Microsoft Outlook the moment a new record or deal is created across either platform.
🔀
Route records based on custom criteria
Apply conditional rules to route high-value deals or enterprise records differently than standard entries across your Microsoft Dynamics 365 Business Central (Beta and Pipedrive workflows.
✏️
Keep records updated across both apps
Automatically update existing Pipedrive deals and Microsoft Dynamics 365 Business Central (Beta records whenever modifications occur in either system.
🔍
Search and update to prevent duplicates
Search for existing records before creation to ensure your Microsoft Dynamics 365 Business Central (Beta database and Pipedrive pipeline remain free of duplicate entries.
🎯
Handle pipeline stage and status changes
Trigger automated updates whenever deal stages shift in Pipedrive or financial records change status in Microsoft Dynamics 365 Business Central (Beta.
🌐
Extend your workflow to external apps
Connect Google Sheets, Mailchimp, Stripe, or Shopify to your Microsoft Dynamics 365 Business Central (Beta and Pipedrive core pipeline for multi-step operations.
And much more...
Who is Microsoft Dynamics 365 Business Central (Beta + Pipedrive integration for?
Finance professionals, sales managers, and operations leaders who need to eliminate manual data entry and keep customer records synchronised across their business systems.
Financial Controllers
Sales Managers
Account Executives
Operations Coordinators
Sales Operations Specialists
Customer Success Leads
📈
Financial Controllers
You're managing financial entries in Microsoft Dynamics 365 Business Central (Beta while sales teams log deals in Pipedrive, but manual handoffs leave revenue numbers stale and misaligned — with this integration, every deal and record syncs instantly and your financial reporting stays current.
⚡
Sales Managers
You need your sales pipeline data to immediately reflect accounting and operational updates, but manual data exports mean you find out about closed deals too late — this integration means every record update flows directly into your CRM pipeline without delay.
🤝
Account Executives
You depend on accurate client and billing history from Microsoft Dynamics 365 Business Central (Beta when working deals in Pipedrive, but gaps in data leave you unprepared during client calls — automating both apps means your deal workspace always reflects complete customer histories.
📊
Operations Coordinators
The high volume of incoming records and deals makes manual data duplication between your accounting system and CRM impossible to maintain accurately — connecting these apps means automated synchronisation handles the workload effortlessly.
🔄
Sales Operations Specialists
You own the workflow between finance and sales, but delayed handoffs between Microsoft Dynamics 365 Business Central (Beta and Pipedrive cause friction in pipeline tracking — this integration means records and deals transition smoothly from one system to the next.
📁
Customer Success Leads
You need a reliable audit trail of client activities across both your CRM and business management solution, but missing records create blind spots in customer history — connecting these apps means your archive remains comprehensive and error-free.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Pipedrive
Build and manage your Microsoft Dynamics 365 Business Central + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Microsoft Dynamics 365 Business Central + Pipedrive Now 
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 Business Central (Beta to Pipedrive?
You can connect Microsoft Dynamics 365 Business Central (Beta to Pipedrive instantly using 1-click ready workflows or by asking Integrately AI to build your custom automation. Simply select a pre-built template, connect your accounts, and activate your workflow in minutes alongside tools like Slack, Google Sheets, and Mailchimp.
Can I automatically create Pipedrive deals when Microsoft Dynamics 365 Business Central (Beta records are created?
Can I connect Microsoft Dynamics 365 Business Central (Beta, Pipedrive, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Pipedrive?
How does Microsoft Dynamics 365 Business Central (Beta handle record updates in this integration?
Can Pipedrive deal stages trigger updates in Microsoft Dynamics 365 Business Central (Beta?
Do I need coding skills to connect Microsoft Dynamics 365 Business Central (Beta and Pipedrive?
Is the Microsoft Dynamics 365 Business Central (Beta and Pipedrive integration free?
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