Fully Automated Item Addition From Dynamic BC to Zoho CRM
Dynamics 365 Business Central → Zoho CRM
Apps Required
No-code and low-code platform
Explore how the templates work
Trigger on new items in Dynamics 365 Business Central
The workflow starts when new items are created in Dynamics 365 Business Central, using a scheduled trigger that checks for new records every 3 minutes.
Filter by item type
Only items with a type of 'Inventory' or 'Non-Inventory' are passed through. Other item types are skipped.
Search for existing product in Zoho CRM by SKU
Zoho CRM is searched using the D365 BC item number as SKU to check if the product already exists in the CRM.
Decision: Product needs creation or update
Evaluates whether the product does not exist in Zoho CRM (no product code found) or if the product name has changed compared to the D365 BC display name. If either condition is true, a new product is created.
Create product in Zoho CRM
A new product is created in Zoho CRM with the product name, product code, unit price, inventory quantity, and description from Dynamics 365 Business Central, categorized as 'Consumable'.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Items updated | Trigger when items are updated in Business Central. |
| New contacts created | Trigger when new contacts are created in Business Central. |
| New sales invoices created | Trigger when new sales invoices are created in Business Central. |
| Contacts updated | Trigger when contacts are updated in Business Central. |
| New salesorders created | Trigger when new salesorders are created in Business Central. |
| New sales shipments created | Trigger when new sales shipments are created in Business Central. |
| New items created | Trigger when new items are created in Business Central. |
| Customers updated | Trigger when customers are updated in Business Central. |
| Opportunities created | Trigger when opportunities are created in Business Central. |
| New customers created | Trigger when new customers are created in Business Central. |
Streamline Your Order Process with Automation
Automated ERP-to-CRM product sync
New items created in Dynamics 365 Business Central are automatically added as products in Zoho CRM, keeping your sales team's product catalog up to date.
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Item type filtering
Only relevant item types (Inventory and Non-Inventory) are synced, preventing service items and other non-product types from cluttering the CRM.
Smart duplicate handling
Built-in SKU lookup checks Zoho CRM for existing products before creation, and a decision node also compares product names to detect changes that need a new record.
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Complete product data sync
Product name, code, unit price, inventory quantity, and description are all synced from D365 BC to Zoho CRM in a single workflow.
1
Automated ERP-to-CRM product sync
New items created in Dynamics 365 Business Central are automatically added as products in Zoho CRM, keeping your sales team's product catalog up to date.
2
Item type filtering
Only relevant item types (Inventory and Non-Inventory) are synced, preventing service items and other non-product types from cluttering the CRM.
3
Smart duplicate handling
Built-in SKU lookup checks Zoho CRM for existing products before creation, and a decision node also compares product names to detect changes that need a new record.
4
Complete product data sync
Product name, code, unit price, inventory quantity, and description are all synced from D365 BC to Zoho CRM in a single workflow.
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