Microsoft Dynamics NAV and Zoho CRM Integration

Microsoft Dynamics NAV and Zoho CRM integration connects e-businesses. APPSeCONNECT, allows bi-directional sync (as per the sync features) and automate the sync between these two systems.

What you get?

APPSeCONNECT allows:

• Fully bi-directional and automatic sync between your systems
• Most in-depth integration with the touch points
• Out of the box Integration features
• Easy personalization as per your business requirements.

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Available Integration Touchpoints

  • New & Existing Zoho Account & Contact sync
    Once new Accounts and their Contacts are created in Zoho, these Accounts and Contacts will be automatically synced in Dynamics NAV as Customer and their associated Contacts respectively. Details of existing Accounts and Contacts will also be synced in real time.
  • NAV Customer and Contact Sync
    Newly created or existing Customers and Contacts which are present in Dynamics NAV will be added to Zoho CRM also and they will be added as new Account and Contacts.
  • Potential Sync
    According to your business requirement, the Zoho Potentials along with their current stage and probability can be recorded as NAV Opportunities.

  • New & Existing NAV Product Sync
    Any Item listed in your Dynamics NAV will be uploaded as Products in Zoho CRM system.
  • New & Existing Zoho Product Sync
    Details of Zoho Products will be automatically recorded in Dynamics NAV.
  • Pricebook Sync
    One Sales Price in NAV will be mapped as the standard price in CRM system, additional Sales Prices will be mapped with PriceBooks created in Zoho. So when Product is synced from NAV to Zoho, multiple Sales Prices will also be synced to CRM. PriceBooks are generally assigned to different customer groups to offer discounted price to Resellers/ Wholesellers.

  • Sales Quotation sync
    All the Zoho CRM Sales Quotes for any particular Account will be synced as NAV Sales Quotes for further Order processing.
  • Sales Order Sync
    The Zoho CRM Sales Orders with its current status will be synced as NAV Sales Orders. Items selected, tax, billing, shipping address, due date, etc. of the Sales Order will be synced in Dynamics NAV.
  • Invoice sync
    APPSeCONNECT will sync back the payment method from Zoho to Dynamics NAV for sales. Zoho CRM Invoices will be synced back as NAV Invoice.

Note: APPSeCONNECT NAV Integration supports NAV 2009 onward on SQL Server with presence of RTC Client, so this is a mandatory requirement

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Watch the Integration of Microsoft Dynamic NAV with Zoho CRM


 

Why APPSeCONNECT

Magento ERP Integration

Your Business Data
is in your own
server

disruptive growth

Non-disruptive
support for
disruptive growth

less capital expend

No Capital
expenditures

easy to Implement

Quick and Easy
Implementation and
Un-paralleled support

 

You are in Good Company!

With InSync’s integration solution, we are able to provide our customers with quicker notifications about order status and real time inventory updates.

– Steve Cayton, Amerizon Wireless

The integration service delivered by InSync has been excellent in a complex multi-website / multi-NAV company environment.

– Anthony Herve, Mercury Distribution

InSync has greatly improved our business efficiency, especially the speed and accuracy of order processing and the ability to communicate more swiftly with all our customers.

– Dylan Wilk, Human Heart Nature

APPSeCONNECT makes your business more efficient by integrating your ERP
application with your eCommerce, CRM and Marketplace applications.

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APPSeCONNECT Integration