Dynamics 365 Business Central → Zoho CRM
Apps Required
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.
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.
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.
| Modules | Trigger |
|---|---|
| Webhook | On Webhook (POST) |
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.
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Unlike scheduled polling, the webhook trigger ensures updates are processed the moment they occur, keeping Zoho CRM product data in lockstep with Business Central.
Inventory and pricing updates flow automatically from the ERP to the CRM, eliminating the need for staff to manually copy stock figures between systems.
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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
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
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
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
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.
Common questions about this automation template.
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