Sync and Update Contacts from Zoho CRM to Microsoft Dynamics 365 BC
Zoho CRM → Dynamics 365 Business Central
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Trigger: Webhook receives CreateContact request
The workflow starts when the webhook endpoint receives a CreateContact payload.
Fetch contacts by account ID from Zoho CRM
Zoho CRM retrieves contacts using the provided account ID with all required contact and mailing fields.
Lookup country and state mapping in Airtable
Airtable fetches the matching country and state code mapping based on the Zoho CRM mailing country and mailing state.
Merge Zoho CRM and Airtable data
The merge node combines Zoho CRM contact details with Airtable mapping records using pair index matching.
Search contact in Dynamics 365 Business Central
Dynamics 365 Business Central searches existing contact records by email to identify whether a matching contact already exists.
Decision: Contact exists or not
If contact email does not exist in Dynamics 365 Business Central, a new contact is created; otherwise, the existing contact is updated.
Create new contact in Dynamics 365 Business Central
A new contact is created with display name, email, mobile phone, and full mailing address details including mapped country and state codes.
Update existing contact in Dynamics 365 Business Central
The existing Dynamics 365 Business Central contact is updated by ID with latest profile and mailing information from merged data.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| New quote created | Trigger when a new quote record is created in Zoho CRM, including associated line items and billing/shipping details. |
| New task created | Trigger when a new task record is created in Zoho CRM. |
| New salesorder created | Trigger when a new sales order record is created in Zoho CRM, including associated line items. |
| New deal created | Trigger when a new deal record is created in Zoho CRM. |
| Lead updated | Trigger when a lead record is updated in Zoho CRM. |
| New lead created | Trigger when a new lead record is created in Zoho CRM. |
| New account created | Trigger when a new account record is created in Zoho CRM. |
Streamline Your Order Process with Automation
Automated contact sync
Automatically creates or updates Dynamics 365 Business Central contacts from Zoho CRM without manual data entry.
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Reliable create-or-update logic
Email-based lookup and decision branching ensure contacts are created only when missing and updated when already present.
Standardized address data
Country and state values are mapped using Airtable so Dynamics 365 Business Central receives consistent address codes.
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1
Automated contact sync
Automatically creates or updates Dynamics 365 Business Central contacts from Zoho CRM without manual data entry.
2
Reliable create-or-update logic
Email-based lookup and decision branching ensure contacts are created only when missing and updated when already present.
3
Standardized address data
Country and state values are mapped using Airtable so Dynamics 365 Business Central receives consistent address codes.
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