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Microsoft Dynamics 365 Business Central + pipelinedeals Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and pipelinedeals

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

pipelinedeals Integrations

Best Microsoft Dynamics 365 Business Central and pipelinedeals Integrations

  • Microsoft Dynamics 365 Business Central Colligso TextIn

    Microsoft Dynamics 365 Business Central + Colligso TextIn

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    Colligso TextIn Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Microsoft Dynamics 365 Business Central Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • Microsoft Dynamics 365 Business Central Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • Microsoft Dynamics 365 Business Central MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • Microsoft Dynamics 365 Business Central MailChimp

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + pipelinedeals in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + pipelinedeals without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    Actions
  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Microsoft Dynamics 365 Business Central & pipelinedeals Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select pipelinedeals as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate pipelinedeals with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics 365 Business Central and pipelinedeals

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an accounting software that provides the users with a cloud-based spution for financial management. It can be used by both small and medium size enterprises as well as large companies. The software provides great flexibility to the businesses, allowing them to customize it to match their needs. It is easy to use, backed up by good support service and also provides great value for money.

pipelinedeals

Pipelinedeals is a platform that helps the users of Microsoft Dynamics 365 Business Central to manage their business relationships with customers. It allows them to track and manage customer contracts and contacts. The users can then use this information to create quotes, proposals and invoices, allowing them to interact with their customers in a better way. Pipelinedeals can also be integrated with other applications such as NetSuite and Xero, allowing the users to get a complete picture of their business in a single place.

Integration of Microsoft Dynamics 365 Business Central and pipelinedeals

There are many benefits to integrating pipelinedeals with Microsoft Dynamics 365 Business Central. They include:

Easy tracking of all the shipments that have been made between the user and the customer. Users will be able to see when a shipment was made, when it was delivered and when it was received. This helps when calculating when payment should be made to the customer.

Users will be able to see when a shipment was made, when it was delivered and when it was received. This helps when calculating when payment should be made to the customer. Easy tracking of all the payments that have been made between the user and the customer. Users will be able to see when a payment was made, when it was received and when it was received. This helps in predicting when future payments need to be made.

Users will be able to see when a payment was made, when it was received and when it was received. This helps in predicting when future payments need to be made. Tracking of customer referrals. When a new customer comes on board, it is necessary to find out if they were referred by any previous customer. Pipelinedeals allows you to do so by linking each new customer with their referring contact and tracking all the communications that took place between them. You can also track information such as how many times they referred you and what they said about you.

When a new customer comes on board, it is necessary to find out if they were referred by any previous customer. Pipelinedeals allows you to do so by linking each new customer with their referring contact and tracking all the communications that took place between them. You can also track information such as how many times they referred you and what they said about you. Easy creation of quotes and proposals based on past history and conversations with the customer. With pipelinedeals integration, you will be able to access all the information about your customer including all their past conversations and past purchases from you or related companies. You can use this information to easily create quotes or proposals for your customers, increasing your chances of winning new business opportunities.

With pipelinedeals integration, you will be able to access all the information about your customer including all their past conversations and past purchases from you or related companies. You can use this information to easily create quotes or proposals for your customers, increasing your chances of winning new business opportunities. Easy creation of invoices based on past history and conversations with the customer. Similar to creating quotes or proposals based on past history, creating invoices based on past history makes reconciling invoices with payments easier since both are based on similar information.

Similar to creating quotes or proposals based on past history, creating invoices based on past history makes reconciling invoices with payments easier since both are based on similar information. Easy reconciliation of sales orders with related transactions due to custom fields created in Pipedeals for sales orders. This makes sales order reconciliation much easier when sales orders are integrated in Microsoft Dynamics 365 Business Central with Pipedeals.

This makes sales order reconciliation much easier when sales orders are integrated in Microsoft Dynamics 365 Business Central with Pipedeals. Ability to integrate Pipedeals with NetSuite or Salesforce CRM applications in order to see complete picture of business in one place. NetSuite is an enterprise resource planning (ERP. application which focuses on finance, operations and analytics. Salesforce CRM is an application which focuses on helping users manage their sales process effectively through CRM system for better management of leads, contacts, opportunities etc. These integrations allow users to see complete picture of business in one place rather than having multiple applications for different purposes which makes it difficult for them to get complete picture of business in one place at one time.

NetSuite is an enterprise resource planning (ERP. application which focuses on finance, operations and analytics. Salesforce CRM is an application which focuses on helping users manage their sales process effectively through CRM system for better management of leads, contacts, opportunities etc. These integrations allow users to see complete picture of business in one place rather than having multiple applications for different purposes which makes it difficult for them to get complete picture of business in one place at one time. Ability to automate email campaigns using latest data captured through Pipedeals integration with Microsoft Dynamics 365 Business Central. Users will be able to send out automated emails based on information gathered through Pipedeals integration without having to manually enter information into emails every time they run an automated email campaign. This saves users time while keeping them compliant at all times since all data used will be accurate at any given point in time.

Users will be able to send out automated emails based on information gathered through Pipedeals integration without having to manually enter information into emails every time they run an automated email campaign. This saves users time while keeping them compliant at all times since all data used will be accurate at any given point in time. And many more! There are many other great features available in Microsoft Dynamics 365 Business Central which can be accessed through pipelinedeals integration such as improved sales forecasting through integration with Office 365 Outlook Calendar, trending reports from Office 365 Power BI etc.

Benefits of Integration of Microsoft Dynamics 365 Business Central and pipelinedeals

The process to integrate Microsoft Dynamics 365 Business Central and pipelinedeals may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.