Create/Update Dynamics 365 Business Central Customer from Pipedrive Deal
| Source | Target | |
|---|---|---|
 Deals |
 |
Customer |
This integration selects new Pipedrive deals and imports them to Dynamics 365 Business Central as customers.
Notes
This integration will work for the connector Pipedrive API V1 only.
DisplayName for Dynamics 365 Business Central customers must be unique. If a customer with such DisplayName already exists, the integration updates it.
If the name of an existing person/customer in either system changes, the corresponding deal will be imported as a new customer.
How to Set Up
- Select or create connections: Pipedrive connection for Source and Dynamics 365 Business Central connection for Target.
- Specify the schedule on which the integration will run automatically.
Tips
- To create Dynamics 365 Business Central customers from specific Pipedrive deals, configure additional filters in the task editor.
Frequently Asked Questions
What do I need to start this import?
Connect your source and target apps, review the prebuilt import setup, and run the template.
Can I change field mappings before importing?
Yes. You can review and modify mappings, filters, and other import settings before running the import.
Can this import run automatically on a schedule?
Yes. Import templates can run automatically based on your selected schedule.
What happens if some records fail during import?
Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.
Do I need coding skills to use import templates?
No. Import templates are configured through Skyvia’s visual interface without coding.
