SAP Business Partner Sync as Salesforce Accounts & Contacts
SAP Business One → Salesforce
Apps Required
No-code and low-code platform
Explore how the templates work
Monitor Business Partner Updates in SAP B1
The workflow automatically triggers every 3 minutes to check for any updates to 'Business Partner' records in SAP Business One, ensuring no customer or vendor change is missed.
Find or Create the Matching Salesforce Account
When a change is detected, the workflow searches Salesforce for an existing Account using the SAP Account Number. If found, it updates the Account; if not, it creates a new one.
Separate Multiple Contacts from the SAP Record
If the updated SAP Business Partner contains multiple contact persons, the workflow intelligently splits this information to prepare individual contact records.
Create Contacts & Link to the Correct Account
For each separated contact, the workflow creates a new Contact in Salesforce and automatically links it to the corresponding Account, maintaining a clear hierarchy.
Select an App to View Supported Features
| 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. |
Streamline Your Order Process with Automation
Real-time Data Synchronization
Ensures Salesforce instantly reflects the most current customer information from SAP B1, eliminating data lag.
1
2
Eliminates Manual Data Entry
Automates the sync process, removing human error and freeing staff from repetitive spreadsheet uploads.
Complete Customer View
Provides sales teams with full Account and Contact relationship data for better context in every deal.
3
4
Cross-Departmental Alignment
Keeps ERP (finance/operations) and CRM (sales/service) data consistent, improving inter-team coordination.
Increased Operational Efficiency
Allows teams to focus on customer engagement rather than reconciling or correcting data between systems.
5
1
Real-time Data Synchronization
Ensures Salesforce instantly reflects the most current customer information from SAP B1, eliminating data lag.
2
Eliminates Manual Data Entry
Automates the sync process, removing human error and freeing staff from repetitive spreadsheet uploads.
3
Complete Customer View
Provides sales teams with full Account and Contact relationship data for better context in every deal.
4
Cross-Departmental Alignment
Keeps ERP (finance/operations) and CRM (sales/service) data consistent, improving inter-team coordination.
5
Increased Operational Efficiency
Allows teams to focus on customer engagement rather than reconciling or correcting data between systems.
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