Modern IPAAS PLATFORM
SAP Business One and Zoho CRM Integration
Zoho CRM SAP Business One integrations made easy with APPSeCONNECT’s modern iPaaS. The SAP Business One Zoho integration connector can automate critical business processes and streamline your organizational data efficiently.
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Endpoints for SAP Business One Zoho CRM Integration
Leads
Account and Contact
Items
Price
Sales
Invoice
Standard Features Covered in Our Zoho CRM SAP Business One Integration Template
Leads
- Leads created in Zoho CRM will be synced to SAP Business One Business Partner Master Data as Leads.
- Leads qualified in Zoho CRM into Account & Contact will change the Business Partner Status in SAP Business One from Lead to Customer.
Account and Contact
- Account & Contacts in Zoho CRM and SAP Business One will be mapped bidirectionally. Newly entered Accounts and Contacts will sync from Zoho CRM to SAP Business One or vice versa.
- Account and Contact Sync will work in both Add and Update operations.
Items
- Items present in SAP Business One will sync to Zoho CRM with all the necessary details.
- Any update in Item details within SAP Business One will also be updated the Zoho CRM Item Details.
Price
- One Price List in SAP Business One will be mapped as the standard price in Zoho CRM. Additional Price Lists will be mapped with Price Books created in Zoho.
- When an Item is synced from SAP Business One to Zoho CRM, multiple Price List’s prices will be synced to Zoho Price Books.
- Price Books are generally assigned to different customer groups to offer discounted prices to Resellers/Wholesalers.
Sales Opportunities
- Potentials created in Zoho CRM will be synced as Sales Opportunities within SAP Business One.
- Any update in Potentials within Zoho CRM will be reflected within the corresponding Sales Opportunities within SAP Business One.
Sales Quotes
- Sales Quotation created & updated in Zoho CRM will be synced to SAP Business One for both Add and Update operations.
- This integration point will also work from SAP Business One to Zoho CRM.
Sales Orders
- Sales Orders created & updated in Zoho CRM will be synced to SAP Business One for both Add and Update operations.
- This integration point will also work from SAP Business One to Zoho CRM
Invoice
- Invoices created in Zoho CRM will be synced to SAP Business One for Add operation.
- This integration point will also work from SAP Business One to Zoho CRM.
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Connect SAP Business One and Zoho CRM
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Related Resources
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