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ERP ⇄ CRM

Microsoft Dynamics NAV to Pipedrive integration — real-time, two-way sync

Keep Microsoft Dynamics NAV and Pipedrive in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Microsoft Dynamics NAV and Pipedrive

Close the gap between front office and back office: Pipedrive and Microsoft Dynamics NAV share customers and status in real time, in both directions.

Pipedrive holds the customer relationship; Microsoft Dynamics NAV runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Pipelines, Deals, Persons, Organizations in Pipedrive with G/L Entries, Item Ledger Entries, Dimensions, Companies in Microsoft Dynamics NAV field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Trigger onboarding or provisioning workflows from the synced database when a deal reaches won.
  • 02 Consolidate multiple Pipedrive accounts into one reporting database.
  • 03 Push ecommerce orders into NAV sales orders through published page services.
  • 04 Replicate G/L and ledger entries into a warehouse for consolidated finance reporting.

Common sync patterns

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Microsoft Dynamics NAV manages people and org data: keep Pipedrive aligned

Owners, territories, and org structure informed by Microsoft Dynamics NAV stay current in Pipedrive.

Where Microsoft Dynamics NAV handles order-to-cash: closed-won flows through

A deal won in Pipedrive creates or updates the customer in Microsoft Dynamics NAV with clean data, so fulfillment and invoicing start without re-entry.

What you can sync between Microsoft Dynamics NAV and Pipedrive

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Microsoft Dynamics NAV objects Pipedrive objects How this pairing syncs
Companies Per-company data partitions that scope every sync. Pipelines Synced with incremental and full sync per the Stacksync docs. Companies is specific to Microsoft Dynamics NAV and Pipelines to Pipedrive — each maps to any object or custom field on the other side.
Customers Customer cards synced with CRMs so sales sees ERP balances and terms. Deals Pipeline records with stage and value; the primary object for reporting and win-triggered automation. Customers is specific to Microsoft Dynamics NAV and Deals to Pipedrive — each maps to any object or custom field on the other side.
Vendors Vendor cards aligned with procurement and AP tools. Persons Contact records; synced with marketing tools and enriched from external data. Vendors is specific to Microsoft Dynamics NAV and Persons to Pipedrive — each maps to any object or custom field on the other side.
Items Item cards and availability mirrored to ecommerce and planning systems. Organizations Company records linked to persons and deals; matched to billing customers. Items is specific to Microsoft Dynamics NAV and Organizations to Pipedrive — each maps to any object or custom field on the other side.
Sales Orders & Invoices Sales documents created from external orders and read back for posting status. Activities Calls, meetings, and tasks; read out for rep activity reporting. Sales Orders & Invoices is specific to Microsoft Dynamics NAV and Activities to Pipedrive — each maps to any object or custom field on the other side.
Purchase Orders Purchasing documents reconciled with receiving and vendor systems. MailThreads Synced with incremental and full sync per the Stacksync docs. Purchase Orders is specific to Microsoft Dynamics NAV and MailThreads to Pipedrive — each maps to any object or custom field on the other side.

How changes propagate between Microsoft Dynamics NAV and Pipedrive

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Microsoft Dynamics NAV Pipedrive Sub-second propagation

DetectionChanges in Microsoft Dynamics NAV are captured at the source via change data capture — no polling loop against its API. Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases.

DeliveryEach detected change is written to Pipedrive through its API, with automatic retries and rate-limit backoff.

Pipedrive Microsoft Dynamics NAV Sub-second propagation

DetectionPipedrive notifies Stacksync of record changes through webhook events. Webhooks on per-object create, update, and delete events, with polling on update timestamps.

DeliveryEach detected change is applied to Microsoft Dynamics NAV as a row-level write, with types converted between the two schemas.

Rate-limit considerations

  • Pipedrive: Request budgets vary by plan and authentication method.
What ships with Microsoft Dynamics NAV ⇄ Pipedrive

Connect Microsoft Dynamics NAV and Pipedrive for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics NAV–Pipedrive connection.

Real-time

Two-way sync

Changes in Microsoft Dynamics NAV or Pipedrive instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics NAV or Pipedrive data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Microsoft Dynamics NAV or Pipedrive record.

Observability

Monitoring

Track your Microsoft Dynamics NAV ⇄ Pipedrive sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics NAV and Pipedrive.

How the Microsoft Dynamics NAV and Pipedrive connectors work

Microsoft Dynamics NAV

Integration surface
SOAP and OData web services published from NAV pages and codeunits; direct SQL Server access on-premises
Authentication
Windows authentication or NavUserPassword credentials
Change detection
Polling on modified/timestamp fields, or SQL Server change tracking/CDC on on-premises databases; no native webhooks
Capabilities
read · write · CDC

Pipedrive

Integration surface
REST API
Authentication
No-code guided connection: create a connection, select Pipedrive, then click "Allow and Install" (OAuth-style app install; docs do not name the protocol)
Change detection
Webhooks on per-object create, update, and delete events, with polling on update timestamps
Capabilities
read · write · webhooks
Rate limits
Request budgets vary by plan and authentication method.
Pipedrive setup guide
How it works

How to connect Microsoft Dynamics NAV to Pipedrive — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Microsoft Dynamics NAV and Pipedrive with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Microsoft Dynamics NAV connected
    Pipedrive connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics NAV and Pipedrive objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Microsoft Dynamics NAV ⇄ Pipedrive
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Microsoft Dynamics NAV Pipedrive
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft Dynamics NAV and Pipedrive integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 521 integrations available for Microsoft Dynamics NAV and Pipedrive.

Popular · 8 of 521
All Microsoft Dynamics NAV integrations All Pipedrive integrations Browse all integrations
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