Business Central CRM Integration with Zoho CRM
Accelerate, Automate, Grow
Seamless Business Central CRM Integration with Zoho – Accelerate, Automate, Grow
Wish to integrate Microsoft Dynamics 365 Business Central and Zoho CRM and eliminate data siloing? Your Dynamic 365 business central CRM integration becomes easy with APPSeCONNECT’s innovative iPaaS. Business Central and Zoho CRM integration enables real-time sync of contacts, products, orders, and financial data across ERP and CRM systems using APPSeCONNECT. Automate critical processes, sync crucial data in real-time, and get your teams working on growth-focused initiatives.
Key Benefits
Why APPSeCONNECT is the Gold Standard when it comes to Dynamics 365 Business Central Integration to CRM
Low-Code Environment
As business operations staff or an IT professional, easily create or modify workflows without writing code.
Synchronization of Data in Real-Time
Contact, account, product, or order information is synchronized between Business Central and Zoho CRM instantly.
Enterprise Security
Rely on end-to-end encryption of data transmission and robust security infrastructure to protect business-critical data.
Scalable and Flexible
Grow your integration environment as your business expands, adding new endpoints or processes without excessive overhead.
Faster Deployment
With pre-tested templates, built-in error alerts for failed syncs, and best practices, you can realize up to 65% time-to-launch reduction.
Higher Revenue and Productivity
Eliminate manual data entry, reduce errors, and gain real-time insights, resulting in time-to-market and productivity gains.
B2B AUTOMATION
Where Microsoft Dynamics 365 Business Central and Zoho CRM Converge for Next-Level Alignment
Envision new Zoho CRM accounts automatically converting to customers in Dynamics 365 Business Central, product prices and invoicing information flowing back and forth.
APPSeCONNECT offers:
- An extensive business central CRM integration, where you combine your ERP and your CRM.
- Synchronization of crucial information, ranging from products to orders and contacts, in real-time.
- Frictionless user experiences, reducing re-entry and potential discrepancies in the data.
No more standalone systems or tardy updates—APPSeCONNECT brings them all together under one umbrella.
KEY CAPABILITIES
Microsoft Dynamics 365 Business Central + Zoho CRM Integration Points
Contact and Account
- Zoho → Business Central: Accounts/contacts created in Zoho are automatically replicated as Customers/Contacts in Business Central.
- Bi-Directional Sync: Business Central customer data can be synced to and from Zoho CRM and vice versa.
Product
- Business Central → Zoho CRM: Dynamics Products are mapped as Products in Zoho and are provided with standard prices and additional price books.
- Targeted Discounts: Offer different price books to different customer or wholesale segments.
Order
- Zoho CRM → Business Central: Business orders (with tax, billing, and ship-to addresses) are readily passed through to enable instant fulfillment.
- Status Tracking: Maintain the line items, due dates, and amounts the same on both systems.
Invoice
- Bi-Directional: Invoices created through Zoho are synchronized to Business Central, and any updates needed are updated instantly.
- Unified Financials: Ensure payment modes, values, and statuses are synchronized between CRM and ERP.
INTEGRATION BROCHURE
Download Our Microsoft Dynamics 365 Business Central and Zoho CRM Integration Brochure
WORKFLOWS
How to Get Started with Business Central and Zoho CRM Integration
Launching your integration with APPSeCONNECT is faster and simpler than ever. Here’s how you can go live in just a few steps:
1
Schedule Your Free Consultation
- Get a personalized walkthrough with our experts who understand both ERP and CRM integration challenges. We’ll assess your requirements and guide you toward a tailored setup.
2
Connect Your Accounts
- Easily authenticate your Microsoft Dynamics 365 Business Central and Zoho CRM accounts on the APPSeCONNECT platform—no code, no hassle.
3
Configure Your Data Flows
- Use our drag-and-drop interface to set up real-time syncs for contacts, products, orders, and invoices. You can even customize triggers, filters, and business logic.
INTEGRATION BROCHURE
How Our Intelligent Data Streams Improve Your Business Core Integration to the CRM
Contact Management
Store up-to-date and updated contacts, excluding duplicates and outdated records both in ERP and CRM.
Smooth Order Lifecycle
Convert leads to sales orders inside Zoho CRM and witness them reflected inside Business Central within seconds.
Holistic Product Catalog
Use our protocol-based adapters to integrate legacy systems without needing to build new connectors.
Detailed Invoicing
Two-way syncing of invoices avoids double billing or inconsistent accounting reports.
ENHANCED ACCURACY
Streamlined Invoicing & Financial Alignment
Payment Methods
Zoho CRM payment details can be synchronized in Business Central to enable reconciliation.
Partial or Full Payment Updates
Maintain up-to-date financial records on both systems, supporting multiple payment stages.
INTEGRATION BROCHURE
Unlock the Power of Dynamics 365 Business Central Integration
Eliminate siloed data, consolidate your CRM and ERP, and give your business processes a speed boost.
With APPSeCONNECT, you:
- Reduce manual overhead and discrepancies in data
- Improve real-time insights on key metrics
- Scale easily on a low-code platform
- Streamline Order-to-Cash processes to drive revenue growth
Popular Microsoft Dynamics 365 Business Central Integrations
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Popular Zoho CRM Integrations
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Are you ready to take the plunge? Transform Your Business Core Integration Today!
Frequently Asked Questions
Companies automating their business through APPSeCONNECT
Customer Success Stories
Discover how a world-leading industrial equipment manufacturing company leveraged APPSeCONNECT for company-wide automation of ERP, CRM, and eCommerce applications.
U.S. Tobacco Achieves a Fully Automated eCommerce Business with APPSeCONNECT’s End-to-End Business Process Automation Solution.
Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
