SAP Business One and Zoho CRM Integration
- Lead sync
Leads entered in Zoho CRM by the corresponding Sales Rep will be synced to SAP Business One B.P. Master Data as Leads.According to your business requirements, the SAP B1 B.P. Leads can also be synced to Zoho CRM.
- Account & Contact sync
When Leads are qualified in CRM and converted into Accounts and Contacts, the corresponding Lead in SAP Business One B.P. Master Data will be updated as Customer and the CRM Contact will be added as Contact Person in that B.P. Master Data.Similarly, SAP Business One B.P. Customer and Contacts will be synced to CRM system as new Account and Contacts.
- Products Sync Master items from SAP B1 will be uploaded as Products in Zoho CRM.
- Price List Sync One Price List in SAP will be mapped as the standard price in CRM. Additional Price Lists will be mapped with Price Books created in Zoho. When Item is synced from SAP B1 to Zoho, multiple Price List’s price will be sync to Zoho Price Books. Price Books are generally assigned to different customer groups to offer discounted price to Resellers/Wholesellers.
- Potential Sync
The Zoho Sales Potentials along with their current stage and probability can be added as Sales Opportunities in SAP business One.
- Sales Quotation sync
All the Zoho CRM Sales Quotes for any particular Account will be synced as SAP Business One Sales Quotations for further Order processing.
- Sales Order Sync
The Zoho CRM Sales Orders with its current status will be synced as SAP Business One Sales Orders. Items selected, tax, billing, shipping address, due date, etc. of the Sales Order will be synced in SAP B1.
- Payment Method sync
APPSeCONNECT will sync back the payment method from Zoho to SAP Business One for sales. Zoho CRM Invoices will be synced to A/R Invoice in SAP Business One.
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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