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.
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.
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.
How it Works
APPSeCONNECT connects Zoho CRM and ERP systems using standard integration features as available in the platform.
In Zoho CRM side, we are using default APIs provided by Zoho CRM and developed our integration points based on best practices as mentioned in the API Guide for Developers.
For SAP Business One Integration, APPSeCONNECT is compatible with SAP Business One 8.8 and above on SQL Server and HANA. For SQL Server, APPSeCONNECT connects using DI Server. For HANA, APPSeCONNECT connects using either DI Server or through Service Layer.
- For Microsoft Dynamics NAV Integration, APPSeCONNECT is compatible with NAV 2009 R2 and above on SQL Server. APPSeCONNECT requires RTC Client for Integration and using default web services as provided by Microsoft for NAV ERP.