Instant CRM to ERP Quote Syncronization
Zoho CRM → Dynamics 365 Business Central
Apps Required
No-code and low-code platform
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Trigger: QuoteCreate webhook received
Starts the workflow when a quote creation webhook event is received.
Get quote by ID in Zoho CRM
Fetches the quote details from Zoho CRM using the quote ID from the webhook payload.
Search existing sales quotes in Dynamics 365 Business Central
Checks Dynamics 365 Business Central for an existing sales quote using the external document number.
Decision: Is external document number missing?
Validates whether the quote is not already present in Dynamics 365 Business Central.
Merge quote validation streams
Merges quote and decision data using pair index for aligned processing.
Get state and country mapping from Airtable
Retrieves state and country mapping records from Airtable for billing and shipping locations.
Aggregate mapping records
Aggregates Airtable mapping results into a structured items collection.
Aggregate quote records
Aggregates Zoho quote records into a structured quotes collection, excluding non-required fields.
Merge aggregated quote and mapping data
Combines the aggregated quote and mapping datasets for final ERP payload preparation.
Create sales quote in Dynamics 365 Business Central
Creates a new sales quote in Dynamics 365 Business Central with customer, address, currency, and line-item details.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| New quote created | Trigger when a new quote record is created in Zoho CRM, including associated line items and billing/shipping details. |
| New task created | Trigger when a new task record is created in Zoho CRM. |
| New salesorder created | Trigger when a new sales order record is created in Zoho CRM, including associated line items. |
| New deal created | Trigger when a new deal record is created in Zoho CRM. |
| Lead updated | Trigger when a lead record is updated in Zoho CRM. |
| New lead created | Trigger when a new lead record is created in Zoho CRM. |
| New account created | Trigger when a new account record is created in Zoho CRM. |
Streamline Your Order Process with Automation
Instant quote synchronization
Transfers quotes from Zoho CRM to Dynamics 365 Business Central in near real time.
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2
Duplicate quote prevention
Checks existing ERP records before creation to avoid duplicate sales quotes.
Automated data normalization
Uses Airtable-based location mapping and aggregation to prepare clean ERP-ready quote data.
3
1
Instant quote synchronization
Transfers quotes from Zoho CRM to Dynamics 365 Business Central in near real time.
2
Duplicate quote prevention
Checks existing ERP records before creation to avoid duplicate sales quotes.
3
Automated data normalization
Uses Airtable-based location mapping and aggregation to prepare clean ERP-ready quote data.
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