SAP Business One → Zoho CRM
Apps Required
Polls SAP Business One every 3 minutes for newly created items to capture them in real time.
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.
Creates a new product in Zoho CRM with the item code, name, description, unit price, stock quantity, and product category from SAP Business One.
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.
| Modules | Trigger |
|---|---|
| Business partners updated | Triggered when a business partner is updated in the SAP B1 |
| New returns created | Triggered when a new return request is created in the SAP B1 |
| New quotations created | Triggered when a new quotation is created in the SAP B1 |
| New AR invoices created | Triggered when a new AR invoice is created in the SAP B1 |
| New business partners created | Triggered when a new business partner is created in the SAP B1 |
| New service calls created | Triggered when a new service call is created in the SAP B1 |
| New incoming payments created | Triggered when a new incoming payment is created in the SAP B1 |
| New orders created | Triggered when a new order is created in the SAP Business One |
| New Credit Note created | Triggered when a new AR credit note is created in the SAP B1 |
| Items price updated | Triggered when a existing item prices are updated in the SAP B1 |
| New items created | Triggered when a new item is created in the SAP B1 |
| New deliverynotes created | Triggered when a new delivery note is created in SAP Business One. |
| Items updated | Triggered when a existing item is updated in the SAP B1 |
| New activities created | Trigger when new activities are created in SAP Business One. |
New sales items created in SAP Business One are automatically published to Zoho CRM without manual data entry.
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Built-in filtering ensures only new, unsynced sales items are processed, preventing duplicate product entries in Zoho CRM.
Stores the Zoho CRM product ID back in SAP Business One after sync, maintaining a reliable link between both systems.
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Ensures your sales team in Zoho CRM always has access to the latest products, pricing, and stock information from SAP Business One.
Eliminates the need for manual product creation across systems, freeing up your team for higher-value tasks.
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1
New sales items created in SAP Business One are automatically published to Zoho CRM without manual data entry.
2
Built-in filtering ensures only new, unsynced sales items are processed, preventing duplicate product entries in Zoho CRM.
3
Stores the Zoho CRM product ID back in SAP Business One after sync, maintaining a reliable link between both systems.
4
Ensures your sales team in Zoho CRM always has access to the latest products, pricing, and stock information from SAP Business One.
5
Eliminates the need for manual product creation across systems, freeing up your team for higher-value tasks.
Common questions about this automation template.
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