SAP Business One with Zoho CRM
Automate, Align, Accelerate
Like to integrate Zoho CRM with SAP Business One and eliminate double data entry?
APPSeCONNECT provides easier integration with SAP Business One and ZOHO CRM using an innovative iPaaS that links your CRM & ERP system. Automate all fundamental business processes with real-time sync. No coding needed.
Key Benefits
Why APPSeCONNECT Is the SAP Business One CRM Integration Gold Standard
Real-Time Syncing of Data
Sync leads, accounts, items, and orders in real-time to avoid data silos and outdated data.
Low-Code Environment
Business and IT teams can construct workflows with minimal coding easily, accelerating deployment and ROI.
Bi-Directional Flows
Zoho CRM to SAP Business One and vice versa to ensure data consistency in all operations.
Enterprise-Level Security
Use encrypted communication to protect your valuable CRM and end-to-end ERP data.
Data Compliance
Use GDPR-ready integration processes and adhering to ISO 27001 security standards—ensuring your customer data is handled with the highest levels of privacy.
Scalability & Flexibility
Expand or scale integration points with minimal overheads with your increased sales volumes.
Optimized Customer Lifecycle
Streamline the entire lead-to-cash process to improve productivity and allow teams to focus on growth.
B2B AUTOMATION
Where SAP Business One and Zoho CRM Meet to Deliver Next-Generation Automation
Envision leads from Zoho CRM automatically filling in SAP Business One in the shape of new business partners and automatically updating in both systems with new sales opportunities.
APPSeCONNECT gives you:
- A modern iPaaS that handles real-time integration with SAP CRM
- Off-the-shelf integration with typical objects like accounts, contacts, items, and quotes.
- Bi-directional synchronization so that changes made in Zoho CRM or SAP Business One always get synchronized seamlessly
No longer will you need to dedicate time to maintain independent platforms APPSeCONNECT connects your SAP Business One CRM system.
KEY CAPABILITIES
Key Features of Our Zoho CRM SAP Business One Integration Template
SAP Business One and Zoho CRM integration allows businesses to sync leads, contacts, accounts, quotes, and orders across ERP and CRM systems in real time. This ensures consistent, error-free data and streamlined customer lifecycle management.
Leads
- Zoho CRM → SAP B1: Leads get synchronized to SAP Business One as new business partners (Lead status).
- Automatic Conversion: As soon as leads get converted into accounts/contacts in Zoho CRM, SAP B1 changes the status from “Lead” to “Customer.”
Account & Contact
- Bi-Directional: New contacts/accounts in either system synchronize flawlessly.
- Add & Update Operations: Continuous alignment of core customer data, addresses and phone numbers.
Items
- SAP B1 → Zoho : Master data from SAP B1 populates automatically in Zoho CRM to avoid duplicate entries.
- Automated Updates: Price updates, description changes, or item code changes in SAP B1 automatically propagate to Zoho CRM.
Price
- Single & Multiple Price Lists: Default prices go to Zoho CRM and extra price lists synchronize to Zoho Price Books
- Targeted Discounts: Assign custom price books to multiple resellers or to diversified customer segments.
Sales Opportunities
- Potentials in Zoho CRM are reflected in SAP B1 as Sales Opportunities
- Real-Time Sync: Edits or changes in Zoho CRM sync to SAP B1 so that data inconsistencies don't arise.
Sales Quotes
- Bi-Directional: Quotes created or edited in Zoho CRM or SAP B1 synchronize in both directions.
- Complete Details: All figures and owner, date, items, and totals remain the same in all cases.
Sales Orders
- Zoho CRM ↔ SAP B1: Update or add orders in one system and they will immediately appear in the other.
- Reduce Errors: Keep item lines, prices, and taxes up to date at all times Bill.
Invoice
- Bi-Directional: Zoho CRM invoices are pushed to SAP B1 and vice versa.
- Quicker Billing: Finance teams see real-time invoice statuses in CRM and ERP
SAP Business One with Zoho CRM : Sync Overview
| Entity | Zoho → SAP B1 | SAP B1 → Zoho | Notes |
|---|---|---|---|
| Leads | ✅ | ❌ | Synced as Business Partners in SAP with "Lead" status |
| Accounts & Contacts | ✅ | ✅ | Bi-directional sync ensures consistent customer data |
| Items (Products) | ❌ | ✅ | Master item data is controlled in SAP and synced to Zoho |
| Price Lists / Books | ❌ | ✅ | Supports multiple price books for customer segments |
| Sales Opportunities | ✅ | ❌ | Zoho Potentials synced to SAP as Sales Opportunities |
| Sales Quotes | ✅ | ✅ | Bi-directional sync, keeping line items and totals aligned |
| Sales Orders | ✅ | ✅ | Orders from either side reflected in both systems |
| Invoices | ✅ | ✅ | Real-time sync ensures finance teams see accurate invoice status |
INTEGRATION BROCHURE
Download our SAP Business One with Zoho CRM Integration Brochure
Are you integrating your business operations with SAP Business One and Zoho CRM?
Discover how our SAP Business One and Zoho CRM integration simplifies back-office functions, supports real-time data synchronization, and promotes growth through low-code flexibility and enterprise-level security.
Download our comprehensive brochure to find out how APPSeCONNECT connects SAP Business One and Zoho CRM and provides a future-oriented solution that saves time and cuts costs while driving profitability.
What's in the Brochure?
INTEGRATION GUIDE
How to Integrate SAP Business One with Zoho CRM
Looking to connect SAP Business One and Salesforce efficiently? Here’s how APPSeCONNECT makes it happen:
01
Connect Platforms
02
Choose Your Data Entities
03
Use Visual Workflow
04
Deploy and Schedule
05
Monitor and Resolve
06
Scale and Customize
DATA FLOWS
How Our Intelligent Data Flows Supercharge SAP Business One Zoho CRM Integration
End-to-End Lead Management
Leverage leads in Zoho CRM and have them transition seamlessly into customers in SAP B1 with current statuses.
In-depth Item Data
Synchronize item attributes and price lists so that the sales teams quote the latest data—no second-guessing needed.
Bi-Directional Order Syncing
Place or modify an order in Zoho CRM and automatically have it reflected in SAP B1 in real-time with complete line items intact.
Complete Lifecycle Visibility
From capturing the very first leads to sending invoices, everything’s in sync in both ERP and CRM systems.
| COMPETITOR | STRENGTHS | WEAKNESSES | APPSeCONNECT ADVANTAGES |
|---|---|---|---|
| CELIGO | Pre-built connectors, decent mid-market coverage | Custom fields or advanced SAP B1–Zoho workflows may need extra coding | Our specialized SAP domain knowledge covers Zoho CRM in-depth, offering low-code solutions for custom fields and advanced feature mapping. |
| WORKATO | AI-driven automations, flexible integration recipes | Costs can escalate, especially for complex ERP-CRM flows | Our simpler licensing suits businesses seeking robust SAP B1 + Zoho CRM synchronization without inflated overhead. |
| JITTERBIT | Multiple templates, strong orchestration | May require specialized knowledge for advanced features, cost can climb with large volumes | Our dedicated SAP B1–Zoho CRM approach ensures easy expansions, real-time item sync, and multi-tier price list support at predictable costs. |
| MULESOFT | Enterprise-level security, deep API connectivity | High cost, code-centric, best for big dev teams | Our low-code environment drastically reduces dev overhead, making it more suitable for SMBs and mid-market seeking quick Zoho CRM–SAP B1 integration. |
| DELL BOOMI | Hybrid integration approach, recognized brand | License fees are often high, advanced SAP knowledge can be mandatory for complex scenarios | Our specialized SAP B1–Zoho CRM domain expertise and user-friendly design enable faster, more cost-effective deployment with fewer specialized resource needs. |
ENHANCED ACCURACY
Smooth Financial Cycles To Enhance Precision
APPSeCONNECT can manage:
Partial or Full Payment Updates
If your CRM includes billing steps, they might be captured in SAP B1.
Payment Terms & Conditions
Standard or custom terms can be aligned to ensure consistency in the sale funnels.
AUTOMATION
Begin Your B2B Sales Cycle Automation Journey Now!
Eliminate inefficient, redundant, error-prone data exchange with enterprise-level security. APPSeCONNECT’s new-generation iPaaS connects your eCommerce and ERP data flow
- Save Time & MoneyReduce manual data entry, minimize errors, and free up teams for higher value activities.
- Boost Operational VisibilityMaintain a real-time pulse on payments, orders, and inventory.
- Grow with ConfidenceEasily add or modify workflows as your business grows.
Popular SAP Business One Integrations
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Integrate SAP Business One and Zoho CRM with APPSeCONNECT Automate Now!
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Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
