Add new Salesforce account and contacts to Business Central
Users200+
Publish DateOct, 2025
No-code and low-code platform
Explore how thetemplates work?
Trigger on new customer in Dynamics 365 Business Central
The workflow starts when a new customer is created in Dynamics 365 Business Central, using a scheduled trigger to check for new records.
Duplicate Check in Salesforce
Checks for existing accounts in Salesforce using SAP Customer No.
Decision: SAP Customer No. exists
If SAP Customer No. exists, skip account creation; otherwise, proceed.
Create Account in Salesforce
Creates a new account in Salesforce with customer details from Dynamics 365 Business Central.
Search Company Records in Dynamics 365 Business Central
Searches for company records in Dynamics 365 Business Central using email.
Search Person Contacts in Dynamics 365 Business Central
Searches for person contacts in Dynamics 365 Business Central using company number.
Splitter: Split contact details
Splits contact details for further processing.
Create Contact in Salesforce
Creates a new contact in Salesforce with details from Dynamics 365 Business Central.
BUSINESS BENEFITS
Streamline Your Order Process with Automation
1
Automated account and contact creation
Automatically create accounts and contacts between Dynamics 365 Business Central and Salesforce.
2
Data consistency
Ensures data consistency and reduces manual entry.
3
Improved integration
Improves CRM and ERP integration for seamless business operations.
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With appse ai, users can automate workflows instantly. Its intuitive, product-led design allows both tech experts and non-technical business users to easily navigate the platform, no complex tutorials or lengthy training needed!
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Onboarding with appse ai is quick and easy. 50% of our users complete setup in under 15 minutes, thanks to self-guided processes, interactive guides, and a seamless flow. Get started fast, no technical support required.
CaseStudies
Custom pricing synced; ordersCustom pricing synced; orders posted faster; manual entry removed. The team now focuses on sales, not fixes.”
Sales order automation and“Sales order automation and accurate inventory. Deployed in a week; growth and service accelerated.”
Unstable connectors replaced;“ orders, payments, shipping now reliable. Stability restored and operations simplified.”
Troubleshooting &FAQs
The sync runs every 3 minutes as per the workflow schedule.
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