Seamlessly integrate Zoho CRM with back end ERP Systems such as SAP Business One and Microsoft Dynamics NAV and transform your business. APPSeCONNECT ensures secure two-way data exchange of critical business data such as Lead, Account & Contact, Potential, Quote, Order and Invoice sync.
Key Features:
Lead sync Leads entered in Zoho CRM by the corresponding Sales Rep will be synced to ERP System as Leads. According to your business requirements, ERP 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 ERP will be updated as Customer and the CRM Contact will be added as Contact Person in that Customer. Similarly, ERP Customer and Contacts will be synced to CRM system as new Account and Contacts.
Products Sync ERP Article/Item Masters will be uploaded as Products in Zoho CRM.
Price List Sync One Price List in ERP 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 ERP to Zoho, multiple Price List’s price will be synced to Zoho Price Books. Price Books are generally assigned to different customer groups to offer discounted price to Resellers/Wholesalers.
Potential Sync The Zoho Sales Potentials along with their current stage and probability can be added as Sales Opportunities in ERP.
Sales Quotation sync All the Zoho CRM Sales Quotes for any particular Account will be synced as ERP Sales Quotations for further Order processing.
Sales Order Sync The Zoho CRM Sales Orders with its current status will be synced as ERP Sales Orders. Items selected, tax, billing, shipping address, due date, etc. of the Sales Order will be synced in ERP.
Payment Method sync APPSeCONNECT will sync back the payment method from Zoho to ERP for sales. Zoho CRM Invoices will be synced to A/R Invoice in ERP.
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APPSeCONNECT offers a powerful integration platform for seamless data transfer between Zoho applications and ERP systems like SAP Business One, SAP ECC, SAP S/4 HANA, Microsoft Dynamics NAV, and Microsoft Dynamics Business Central, Sage 300, Uniconta, and more.
With pre-built connectors and intelligent mapping capabilities, APPSeCONNECT enables businesses to synchronize data between Zoho and their ERP system. Experience real-time data exchange, automate business processes, and achieve a unified view of your customer and financial data. Drive operational efficiency, improve decision-making, and enhance customer satisfaction using APPSeCONNECT's reliable and scalable integration platform.
APPSeCONNECT Integration for Zoho CRM with the Dynamics 365 Business Central
CRM
APPSeCONNECT Integration for Zoho CRM with the Dynamics NAV
CRM
APPSeCONNECT Integration for Zoho Desk with the SAP Business One
Desk
APPSeCONNECT Integration for Zoho CRM with Sage 300 ERP
CRM
APPSeCONNECT Integration for Zoho Commerce with Dynamics 365 Business Central
Commerce
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I would recommend you to try APPSeCONNECT. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
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