The workflow starts when new deals are created in Zoho CRM, using a scheduled trigger to check for new records every 3 minutes. Deal fields including name, description, stage, amount, closing date, account, and contact are retrieved.

Query Airtable to retrieve the corresponding SAP stage ID for the Zoho CRM deal stage, enabling accurate stage mapping between the two systems.

Search SAP Business One for an existing sales opportunity with the same opportunity name to check for duplicates.

If the sales opportunity does not already exist in SAP B1, proceed to merge data and create it. If it exists, skip creation to prevent duplicates.

Merge the deal data from Zoho CRM with the duplicate check result using an inner join to combine both datasets.

Merge the combined deal data with the Airtable stage mapping to include the SAP stage ID for the opportunity line.

Create a new sales opportunity in SAP Business One with deal name, description, card code from account ID, amount, and opportunity lines with the mapped SAP stage key.