Pipedrive Integration with Dynamics 365 Business Central
Pipedrive Integration with Dynamics 365 Business Central
Pipedrive Integration for Dynamics 365 Business Central
Seamlessly synchronize deals, persons, organizations, items and revenue insights between Pipedrive and Microsoft Dynamics 365 Business Central—reducing manual data entry and connecting your sales and finance workflows.
Connect Your CRM and ERP Workflows
The Dynasol Technologies Pipedrive Integration for Dynamics 365 Business Central enables seamless synchronization of Deals, Persons, Organizations, Items, and key revenue insights between both platforms.
This solution eliminates manual data entry, centralizes customer information, and enhances operational efficiency for sales and finance teams. The integration combines Pipedrive webhooks, APIs, and a Business Central extension to create a reliable synchronization workflow.
Key Features
Two-way Synchronization
Synchronize core entities between Pipedrive and Business Central.
Automatic Sales Orders
Create Sales Orders in Business Central when a deal is won, as soon as it is created, or when it reaches the pipeline stage you choose.
Revenue Insights
Calculate invoiced, accrued (shipped, not yet invoiced) and total revenue per deal and write it back to Pipedrive.
Real-time Webhooks
Receive updates for organizations, persons, and deals through webhook events.
Custom Field Write-back
Write Business Central customer, contact and order numbers and revenue into the Pipedrive custom fields you choose.
Job Queue Automation
Run periodic synchronization when webhook-based updates are not used.
Secure Authentication
Use Azure AD OAuth 2.0 for secure API authentication.
Error Logging
Monitor integration activity and troubleshoot events through webhook logging.
How the Integration Works
The integration uses a hybrid architecture combining Pipedrive webhooks, APIs, a connection bridge and a Business Central extension.
Prerequisites
Pipedrive Admin Access
Required to create webhooks and access the relevant API configuration.
Business Central Access
Access to the Dynamics 365 Business Central environment where the extension will be installed.
Dynasol Extension
Access to the Dynasol Pipedrive Integration extension, available through Microsoft AppSource.
Azure / Entra App
An Azure AD / Microsoft Entra application can be configured when required by the deployment.
Step-by-Step Setup Guide
Configure Pipedrive
Log in to Pipedrive as an Administrator and navigate to Tools & Apps → Webhooks. Create a webhook pointing to the Dynasol bridge.
Select the required actions (All, Create, Change, Delete) and supported events such as Deal, Person and Organization. Then configure the Business Central integration setup page.
Prepare the Connection Bridge
Open Pipedrive Configurations and configure Client ID, Client Secret, Setup Enabled, Valid License Installed and log retention settings. Confirm the webhook URL and ensure the logs directory has write permission.
Install the Business Central Extension
Go to Extension Management, open the AppSource Gallery, search for Pipedrive Integration and install it. Then open Pipedrive - Integration Setup: the setup guide starts automatically and takes you through the licence, API Key, Base URL and sync modes. Afterwards, set entity preferences, custom field mappings, revenue calculations and webhook log deletion on the setup page.
Configure Microsoft Entra / Azure AD
Open Microsoft Entra Applications and create or configure the required application. Grant access to the integration app and configure permissions according to your deployment.
Explore Pipedrive Integration Pricing
Looking for the available pricing options, plans and details for connecting Pipedrive with Microsoft Dynamics 365 Business Central?
Microsoft Dynamics 365 Business Central + Pipedrive Integration
Visit the dedicated pricing page for the latest integration pricing, plan information and details. The pricing content can be updated independently from this integration guide.
View Pricing & PlansScreenshots & Configuration Views
Key configuration and data views in Business Central and Pipedrive.
What Happens After Setup?
Deals → Sales Orders
Deals create Sales Orders in Business Central according to the Create Sales Order When setting and the pipeline Order Trigger Rules.
Customers & Contacts
Organizations and persons can synchronize to Business Central Customers and Contacts.
Revenue Calculation
Revenue values are automatically calculated when the relevant option is enabled.
Webhook Monitoring
The Webhook Handler page displays received webhook logs for monitoring and troubleshooting.
Job Queue Entries
Job Queue Entries are created automatically based on the configured synchronization mode.
Common Issues
| Issue | What to Check |
|---|---|
| Webhook not firing | Check the Pipedrive “Last Attempt” status. |
| Data not syncing | Verify the API Key, Base URL and the entity's sync method on the Pipedrive - Integration Setup page in Business Central. |
| Webhook reached Business Central | Open the received webhook entries: the Status and Result columns show what happened and why. Use Retry Selected after fixing the cause. |
| Missing Sales Orders | Check Create Sales Order When and the Order Trigger Rules on the setup page. The Order Skip Reason column on the Deals list shows why no order was created. |
| API key errors | Verify all connection and field-mapping API keys. |
Where to View Logs
In Business Central, open Pipedrive → Received Webhooks - List.
Need Visual Help
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Need Help With the Integration?
For assistance, troubleshooting or customization inquiries, contact Dynasol Technologies. Our team can help with implementation, configuration and integration requirements.
Let's make your Pipedrive + Business Central workflow seamless.
Discuss your requirements with the Dynasol team and determine the right setup approach for your organization.