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Trigger on new deal in Zoho CRM
The workflow starts when a new deal is created in Zoho CRM, using a scheduled trigger to check for new records.
Search for existing opportunity in SAP B1
Check SAP Business One for an existing sales opportunity with the same WebId as the Zoho CRM deal.
Filter: Deal does not exist in SAP B1
If the opportunity does not exist in SAP B1, proceed to fetch the business partner.
Search for business partner in SAP B1
Find the business partner in SAP B1 using the Account Name from Zoho CRM.
Get stage mapping from Airtable
Fetch the stage mapping from Airtable based on the deal stage in Zoho CRM.
Create new sales opportunity in SAP B1
Create a new sales opportunity in SAP B1 with details from Zoho CRM and mapped stage from Airtable.
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
Automated opportunity creation
Automatically add new deals from Zoho CRM as sales opportunities in SAP B1, ensuring sales pipeline alignment.
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Accurate stage mapping
Airtable integration ensures deal stages are mapped correctly between Zoho CRM and SAP B1.
Duplicate prevention
Checks for existing opportunities in SAP B1 to prevent duplicate creation.
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Real-time CRM-ERP sync
Keep SAP B1 sales opportunities aligned with Zoho CRM deals in real time.
1
Automated opportunity creation
Automatically add new deals from Zoho CRM as sales opportunities in SAP B1, ensuring sales pipeline alignment.
2
Accurate stage mapping
Airtable integration ensures deal stages are mapped correctly between Zoho CRM and SAP B1.
3
Duplicate prevention
Checks for existing opportunities in SAP B1 to prevent duplicate creation.
4
Real-time CRM-ERP sync
Keep SAP B1 sales opportunities aligned with Zoho CRM deals in real time.
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Frequently Asked Questions
Common questions about this automation template.
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