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TemplatesZero Effort Product Catalog Sync from SAP Business One to Zoho CRM
ERPCRM

Zero Effort Product Catalog Sync from SAP Business One to Zoho CRM

SAP Business One → Zoho CRM

Apps Required

SAP Business One
Zoho CRM
Build Your Own
Workflow dashboard
No-code and low-code platform
SAP Business One
Zoho CRM
Apps:2 connected
Steps:4 steps

Explore how the templates work

1

Trigger: New items created in SAP Business One

Polls SAP Business One every 3 minutes for newly created items to capture them in real time.

2

Filter: Check if item is eligible for sync

Filters items to process only those that are marked as sales items and do not already have a Zoho CRM reference (U_WebID), preventing duplicate syncs.

3

Create product in Zoho CRM

Creates a new product in Zoho CRM with the item code, name, description, unit price, stock quantity, and product category from SAP Business One.

4

Update SAP B1 item with Zoho CRM reference

After creating the product in Zoho CRM, updates the SAP Business One item with the Zoho CRM product ID (U_WebID) for traceability and to prevent reprocessing.

Select an App to View Supported Features

ModulesTrigger
Business partners updatedTriggered when a business partner is updated in the SAP B1
New returns createdTriggered when a new return request is created in the SAP B1
New quotations createdTriggered when a new quotation is created in the SAP B1
New AR invoices createdTriggered when a new AR invoice is created in the SAP B1
New business partners createdTriggered when a new business partner is created in the SAP B1
New service calls createdTriggered when a new service call is created in the SAP B1
New incoming payments createdTriggered when a new incoming payment is created in the SAP B1
New orders createdTriggered when a new order is created in the SAP Business One
New Credit Note createdTriggered when a new AR credit note is created in the SAP B1
Items price updatedTriggered when a existing item prices are updated in the SAP B1
New items createdTriggered when a new item is created in the SAP B1
New deliverynotes createdTriggered when a new delivery note is created in SAP Business One.
Items updatedTriggered when a existing item is updated in the SAP B1
New activities createdTrigger when new activities are created in SAP Business One.

Streamline Your Order Process with Automation

Automated product catalog sync

New sales items created in SAP Business One are automatically published to Zoho CRM without manual data entry.

1

2

Duplicate prevention

Built-in filtering ensures only new, unsynced sales items are processed, preventing duplicate product entries in Zoho CRM.

Bi-directional reference tracking

Stores the Zoho CRM product ID back in SAP Business One after sync, maintaining a reliable link between both systems.

3

4

Sales-ready product data

Ensures your sales team in Zoho CRM always has access to the latest products, pricing, and stock information from SAP Business One.

Reduced manual effort

Eliminates the need for manual product creation across systems, freeing up your team for higher-value tasks.

5

1

Automated product catalog sync

New sales items created in SAP Business One are automatically published to Zoho CRM without manual data entry.

2

Duplicate prevention

Built-in filtering ensures only new, unsynced sales items are processed, preventing duplicate product entries in Zoho CRM.

3

Bi-directional reference tracking

Stores the Zoho CRM product ID back in SAP Business One after sync, maintaining a reliable link between both systems.

4

Sales-ready product data

Ensures your sales team in Zoho CRM always has access to the latest products, pricing, and stock information from SAP Business One.

5

Reduced manual effort

Eliminates the need for manual product creation across systems, freeing up your team for higher-value tasks.

Ready to Automate?

Connect your apps and start automating with this template.

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Frequently Asked Questions

Common questions about this automation template.

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