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TemplatesInstantly Sync Stock & Price to Zoho CRM
ERPCRM

Instantly Sync Stock & Price to Zoho CRM

Dynamics 365 Business Central → Zoho CRM

Apps Required

Dynamics 365 Business Central
Zoho CRM
Build Your Own
Workflow dashboard
No-code and low-code platform
Dynamics 365 Business Central
Zoho CRM
Apps:2 connected
Steps:3 steps

Explore how the templates work

1

Receive Product Update via Webhook

The workflow is triggered instantly when an external system sends a POST request to the webhook endpoint. The payload includes the product SKU and the corresponding Zoho CRM product ID, signaling that a product's inventory or pricing data needs to be refreshed.

2

Fetch Latest Inventory and Price from Dynamics 365 Business Central

Using the SKU from the webhook payload, the workflow queries Dynamics 365 Business Central's items endpoint to retrieve the current inventory level, unit price, display name, and item number. This ensures the data pushed to Zoho CRM reflects the most up-to-date stock and pricing information in the ERP.

3

Update Product in Zoho CRM

The retrieved inventory quantity and product display name from Business Central are written to the matching Zoho CRM product record. The product ID from the webhook payload is used to target the correct record, and the stock quantity and product name are updated in a single action.

Select an App to View Supported Features

ModulesTrigger
WebhookOn Webhook (POST)

Streamline Your Order Process with Automation

Real-Time Stock Visibility for Sales Teams

Sales reps always see the latest inventory levels inside Zoho CRM, enabling them to make accurate promises to customers and avoid selling out-of-stock items.

1

2

Instant Webhook-Driven Sync

Unlike scheduled polling, the webhook trigger ensures updates are processed the moment they occur, keeping Zoho CRM product data in lockstep with Business Central.

Reduced Manual Data Entry

Inventory and pricing updates flow automatically from the ERP to the CRM, eliminating the need for staff to manually copy stock figures between systems.

3

4

Consistent Product Information Across Systems

By syncing the display name and quantity in stock from Business Central, every team—sales, support, and operations—works with a single source of truth for product data.

1

Real-Time Stock Visibility for Sales Teams

Sales reps always see the latest inventory levels inside Zoho CRM, enabling them to make accurate promises to customers and avoid selling out-of-stock items.

2

Instant Webhook-Driven Sync

Unlike scheduled polling, the webhook trigger ensures updates are processed the moment they occur, keeping Zoho CRM product data in lockstep with Business Central.

3

Reduced Manual Data Entry

Inventory and pricing updates flow automatically from the ERP to the CRM, eliminating the need for staff to manually copy stock figures between systems.

4

Consistent Product Information Across Systems

By syncing the display name and quantity in stock from Business Central, every team—sales, support, and operations—works with a single source of truth for product data.

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Connect your apps and start automating with this template.

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ERPCRM

Frequently Asked Questions

Common questions about this automation template.

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