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Receive Product Update via Webhook
The workflow is triggered instantly when an external system sends a POST request to the webhook endpoint. The payload includes the product SKU and the corresponding Zoho CRM product ID, signaling that a product's inventory or pricing data needs to be refreshed.
Fetch Latest Inventory and Price from Dynamics 365 Business Central
Using the SKU from the webhook payload, the workflow queries Dynamics 365 Business Central's items endpoint to retrieve the current inventory level, unit price, display name, and item number. This ensures the data pushed to Zoho CRM reflects the most up-to-date stock and pricing information in the ERP.
Update Product in Zoho CRM
The retrieved inventory quantity and product display name from Business Central are written to the matching Zoho CRM product record. The product ID from the webhook payload is used to target the correct record, and the stock quantity and product name are updated in a single action.
BUSINESS BENEFITS
Streamline Your Order Process with Automation
1
Real-Time Stock Visibility for Sales Teams
Sales reps always see the latest inventory levels inside Zoho CRM, enabling them to make accurate promises to customers and avoid selling out-of-stock items.
2
Instant Webhook-Driven Sync
Unlike scheduled polling, the webhook trigger ensures updates are processed the moment they occur, keeping Zoho CRM product data in lockstep with Business Central.
3
Reduced Manual Data Entry
Inventory and pricing updates flow automatically from the ERP to the CRM, eliminating the need for staff to manually copy stock figures between systems.
4
Consistent Product Information Across Systems
By syncing the display name and quantity in stock from Business Central, every team—sales, support, and operations—works with a single source of truth for product data.
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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
Troubleshooting &FAQs
A webhook POST request triggers the workflow instantly. Whenever an external system or automation sends a product update event to the webhook endpoint, the sync begins immediately.
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