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Dynamics 365 and Pipedrive

Connect Microsoft Dynamics 365 or Pipedrive, map the fields matching relies on, and keep every customer suggestion tied closely to the deal in front of you.

Dynamics 365 and Pipedrive follow the same pattern as Salesforce and HubSpot: admin consent, field mapping, then a test record. The labels differ; the discipline does not.

Connect

  1. Choose Dynamics 365 or Pipedrive under Admin → Integrations.
  2. Approve access with an admin account you can rotate.
  3. Map organisation/account and opportunity/deal fields for industry, region, and amount.
  4. Run one test match before you announce it to sellers.

Related guides

  • Connect your CRM

    Link Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use the company and the deal that are already open in the CRM sitting in front of you.

  • Salesforce

    Connect Salesforce, map the fields that matching needs, and open the right customer proof from the opportunity your seller is working in Salesforce now.

  • HubSpot

    Connect HubSpot CRM so companies and deals can drive reference matching, with the same careful field mapping you would use for Salesforce or any other CRM.

  • CRM sync problems

    Fix missing CRM records, fields that landed in the wrong place, and reference matches that ignore the company and the deal sitting in front of your seller.