APPSeCONNECT Zoho CRM and SAP B1 Integration

Zoho CRM and SAP Business One Integration

Built for: CRM Developed by: APPSeCONNECT Corp.
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Unlock the power of seamless integration between Zoho CRM and SAP Business One Back Office ERP system with APPSeCONNECT. Experience a streamlined automation process that aligns your CRM with ERP business processes.

Say goodbye to manual data transfers as our robust solution enables secure and fully automated synchronization of critical information, including leads, accounts, contacts, potentials, quotes, orders, and invoices. With APPSeCONNECT, you can effortlessly bridge the gap between Zoho CRM and SAP Business One ERP, ensuring smooth data exchange and empowering your business with enhanced efficiency and productivity.

Key Features:

  • Lead, Account & Contact Sync

    Leads entered in Zoho CRM by the corresponding Sales Rep will be synced to SAP Business One B.P. Master Data as Leads & vice versa. 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 a Customer and the CRM Contact will be added as a Contact Person in the B.P. Master Data. Similarly, SAP Business One B.P. Customer and Contacts will be synced to CRM system as new Account and Contacts.
  • Potential, Sales Quotation, Sales Order, Invoice Sync

    The Zoho CRM Sales Potentials along with their current stage and probability can be added as Sales Opportunities in SAP business One. All the Zoho CRM Sales Quotes for any particular Account will be synced as SAP Business One Sales Quotations for further Order processing. Zoho CRM Sales Orders with its current status will be synced to SAP Business One as Sales Orders along with Items selected, tax, billing, shipping address, due date, etc. Zoho CRM Invoices will be synced to A/R Invoice in SAP Business One.
  • Product & Price List Sync

    Item Master Data of SAP Business One can be synced as Products in Zoho CRM. One Price List in SAP B1 will be mapped as the standard price in Zoho 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 synced to Zoho Price Books. Price Books are generally assigned to different customer groups to offer discounted price to Resellers/Wholesalers.

Tags

Deployment type API-built integrations
Published date May 13, 2019
Version 3.0
Category Automation and Workflow
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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