Priority ERP and Zoho CRM Integration
- PRICE BOOK
- SALES ORDER
- Accounts and associated Contacts are synced from Zoho CRM to Priority ERP as Customers and Contact Persons respectively, in customer subform.
- Similarly, Customers and Contacts can be synced back to Zoho CRM and it will create new Accounts and associated Contacts in Zoho CRM.
- Similarly, modification in Accounts and respective contacts can be updated in between Zoho and Priority.
- Items from Priority ERP will be synced to Zoho CRM along with their prices. The sync works from Priority ERP to Zoho CRM with Add and Update operations.
- Following are the key information synced as far as Items are concerned.
- Product Name
- Product Code
- Product Description
- Product prices associated with various price-books
- The sync works bi-directionally.
- Price will be synced as a standard price from Priority ERP to Zoho CRM. Wholesale price or List Price must be chosen as the standard price.
- Depending on business-specific needs, additional prices can also be mapped with associated Pricebooks defined with Zoho CRM.
- APPSeCONNECT Integration for Zoho CRM and Priority ERP allows the sync of Zoho Orders into Priority ERP as Sales Order.
- Items selected, discounts (if any), billing and shipping address selected/entered at the time of order, etc. will also be synced to Priority.
Note: According to customer-specific requirements, the above-mentioned integration can also be personalized to sync Sales Quotation and Order Fulfilment for further Order Processing.
APPSeCONNECT recently organized a webinar titled ‘Zoho Integration with Microsoft Dynamics NAV through APPSeCONNECT’. Check out the video and round-up blog now.
Vision Tecno is a company based out of Colombia and are experts in the implementation of ZOHO suite. They are the leaders in the implementation of solutions in the cloud as well. We are proud to have them as our Partner from the LATAM region!
Innovatek SARL is an international company based out of Lebanon, specialized in consultancy services for the implementation of technological solutions, mainly Zoho solutions. We are proud to have them as our Partner from the MENA region!
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