Add new Salesforce account and contacts to Business Central
Dynamics 365 Business Central → Salesforce
Apps Required
No-code and low-code platform
Explore how the templates work
Trigger on new customer in Dynamics 365 Business Central
The workflow starts when a new customer is created in Dynamics 365 Business Central, using a scheduled trigger to check for new records.
Duplicate Check in Salesforce
Checks for existing accounts in Salesforce using SAP Customer No.
Decision: SAP Customer No. exists
If SAP Customer No. exists, skip account creation; otherwise, proceed.
Create Account in Salesforce
Creates a new account in Salesforce with customer details from Dynamics 365 Business Central.
Search Company Records in Dynamics 365 Business Central
Searches for company records in Dynamics 365 Business Central using email.
Search Person Contacts in Dynamics 365 Business Central
Searches for person contacts in Dynamics 365 Business Central using company number.
Splitter: Split contact details
Splits contact details for further processing.
Create Contact in Salesforce
Creates a new contact in Salesforce with details from Dynamics 365 Business Central.
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 account and contact creation
Automatically create accounts and contacts between Dynamics 365 Business Central and Salesforce.
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2
Data consistency
Ensures data consistency and reduces manual entry.
Improved integration
Improves CRM and ERP integration for seamless business operations.
3
1
Automated account and contact creation
Automatically create accounts and contacts between Dynamics 365 Business Central and Salesforce.
2
Data consistency
Ensures data consistency and reduces manual entry.
3
Improved integration
Improves CRM and ERP integration for seamless business operations.
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Frequently Asked Questions
Common questions about this automation template.
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