SAP Business One with Zoho CRM Integration & Automation
- 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 golden standard integration choice for SAP Business One with Zoho CRM
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Sync leads, accounts, items, and orders in real-time to avoid data silos and outdated data.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.
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Sync leads, accounts, items, and orders in real-time to avoid data silos and outdated data.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.
Key Features of Our Zoho CRM SAP Business One Integration Package
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 and 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: Bills remain synchronized between both systems.
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.
New Launch!
Go Live under 30 Minutes!
SAP Business One + Zoho CRM
$99.00/month
$1188 Annually
- 14-day Free Trial
- No Setup Fees
- Automate CRM
- ERP workflows instantly
Popular SAP Business One Integrations
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Popular Zoho CRM Integrations
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Where SAP Business One and Zoho CRM Meet to Deliver Next-Generation Integration
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
Smooth Financial Cycles To Enhance Precision
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.
Features You Get With Our Connector
Visual Designer
Integration steps appear in a simple visual layout that is easy to understand and adjust.
Prebuilt Patterns
Common store and ERP touchpoints, such as customers, products and orders, are available as starting points.
Change-Based Sync
New and updated records are processed in each run, so jobs stay efficient and predictable.
Filtering Options
Administrators can limit which records participate based on store, region or other business conditions.
Error Visibility
Problem records show clear messages, making it easier to correct data and retry only what is needed.
Central Monitoring
Job history, schedules and alerts are all visible from one place for easier daily oversight.
Security Controls
Data moves through protected channels and access to integration settings is limited to authorised users.
INTEGRATION BROCHURE
Download Our SAP Business One and Zoho CRM Integration Brochure
- Integration Architecture: Visualize the flow of leads, accounts, items, and orders between Zoho and SAP B1.
- Implementation Tricks: Apply best practices to enable smooth and quick go-lives.
- Customer Success Stories: Read about real companies that employed automated CRM-ERP integration to drive growth.
Endpoints For SAP Business One ↔ Zoho CRM Integration
Our connector supports the main touchpoints for this integration: customers, orders, products, stock figures and shipments. You can start with a small set and add more as your needs expand.
| 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) | ❌ | ✅ | 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 |
System flow
How Does the Workflow Run End-to-End?
Create Shopper Profile
A visitor completes registration or checkout, and their details are stored in the online store.
Prepare the Order
The shopper adds items to the cart based on current information held by the ERP.
Place the Order
A confirmed order from Zoho Commerce is recorded in the ERP as a sales document.
Fulfill the Order
Warehouse or operations teams use the ERP to pick, pack and send out goods.
Share the Outcome
Order and shipment updates are made visible in the store account area for the shopper and in internal views for staff.
INTEGRATION GUIDE
How to Integrate SAP Business One with Zoho CRM
01
Connect Platforms
02
Choose Your Data Entities
03
Use Visual Workflow
04
Deploy and Schedule
05
Monitor and Resolve
06
Scale and Customize
Our Integration Is Developer Friendly
Developers keep fine-grained control, while still benefiting from an opinionated, supported platform. They can introduce custom logic without creating an unmanageable codebase.
APPSeCONNECT keeps integration changes visible, versioned, and easier to review.
Configuration-First
Most behaviour is controlled through configuration, not through code that is hard to maintain.
Environment Support
Changes move through development, test and live environments in an organised and traceable way.
Detailed Logs
Each record’s journey can be followed when investigating issues or answering questions from business users.
Extension Points
Extra steps or conditions can be added where required, while staying inside the supported framework.
Why Choose APPSeCONNECT Over Other Integration Solution Providers
| Competitor | Strengths | Weaknesses | APC Advantage |
|---|---|---|---|
| Celigo | Pre-built connectors, decent mid-market coverage | Custom fields or advanced SAP B1–Zoho workflows may need extra coding | APC’s 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 | APC’s 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 | APC’s 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 | APC’s 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 | APC’s specialized SAP B1–Zoho CRM domain expertise and user-friendly design enable faster, more cost-effective deployment with fewer specialized resource needs. |
Troubleshooting Quicklist
Even careful integration work can run into problems from time to time. APPSeCONNECT offers simple ways to spot and fix them.
Check Connectivity
Confirm that agents, addresses and credentials are active and working as expected.
Review Recent Changes
Look at recent mapping or rule edits if behaviour changed after a configuration update.
Trace One Record
Follow a single customer, product or order through the integration path to see where it stopped.
Monitor Limits
Keep an eye on interface limits and performance during busy periods such as promotions or sales.
Retry Only Affected Items
Re-run only the records that failed instead of repeating full batches of data.
INTELLIGENT DATA FLOW
How Our Intelligent Data Flows Supercharge SAP Business One Zoho CRM Integration
If you’re wondering how to connect SAP B1 with Zoho CRM without complex custom coding, APPSeCONNECT offers a low-code iPaaS that simplifies the entire process. This is especially beneficial for SMEs looking for Zoho CRM SAP integration to align their sales and finance operations efficiently.
We go beyond simple synchronization. APPSeCONNECT synchronizes data to provide:
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.
New Plug-and-play solution is built to launch integration in under 30 minutes!
Enjoy Smooth SAP Business One Integration with Zoho CRM - Simplify Your Sales Process
Remove data silos, unify your sap business one crm integration processes, and accelerate the manner in which you manage leads, opportunities, and billing.
With APPSeCONNECT, you:
- Minimize overhead and manual labor
- Increase real-time visibility into the pipeline
- Scale seamlessly with your CRM usage
- Enhance customer life cycle management from leads to invoices
Instant synchronization
of products, customers, orders and inventory
Pre-configured workflows
for rapid setup and deployment
No-code onboarding wizard
for self-service implementation
Enterprise-grade integration
accessible for growing businesses
Integrate SAP Business One and Zoho CRM with APPSeCONNECT - Automate Now!
Frequently Asked Questions
Companies automating their business through APPSeCONNECT
Customer Success Stories
Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
