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Explore how the templates work
New Account Detection
The system monitors Salesforce and detects newly created accounts automatically.
Account Data Enrichment
It fetches key details like company name and email for complete data.
Duplicate Customer Check
The system checks Business Central to see if the customer already exists.
Smart Decision Routing
If the customer exists, duplication is avoided; otherwise, a new record is created.
Customer Creation in ERP
A new customer is created in Business Central with all relevant details.
Company Mapping Retrieval
The system retrieves the company reference for proper contact linking.
Contact Extraction from Salesforce
All related contacts from the account are fetched.
Contact Data Transformation
Contact details are cleaned and formatted for ERP use.
Contact-Level Processing Loop
Each contact is processed one by one for accuracy.
Duplicate Contact Check
The system checks if each contact already exists to avoid duplicates.
Contact Creation in ERP
New contacts are created and linked to the respective company in Business Central.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| New account created | Trigger when a new Account record is created in Salesforce. |
| New leads created | Trigger when a new lead record is created in Salesforce. |
| New quotations created | Trigger when a new Quotation record is created in Salesforce. |
| Contacts updated | Trigger when an existing Contact record is updated in Salesforce. |
| New opportunities created | Trigger when a new Opportunity record is created in Salesforce. |
| New contact created | Trigger when a new Contact record is created in Salesforce. |
| Accounts updated | Trigger when an existing Account record is updated in Salesforce. |
| New orders created | Trigger when a new order record is created in Salesforce. |
| New Case Created | Trigger that executes when a new case is created in Salesforce. |
Streamline Your Order Process with Automation
#1 Automated Customer Onboarding at Scale
Seamlessly convert new accounts from Salesforce into fully structured customers and contacts in Dynamics 365 Business Central without any manual effort, enabling faster business operations.
1
2
#2 Zero-Duplication Data Integrity
Advanced duplicate checks ensure that no redundant customer or contact records are created, maintaining a clean, reliable, and governance-ready ERP database.
#3 Unified Customer Relationship View
Automatically map accounts and all associated contacts to the correct company, delivering a complete 360° view of customer relationships within Business Central.
3
4
#4 Real-Time Sales-to-Operations Sync
Bridge the gap between sales and operations by ensuring that every new account and contact is reflected in near real-time across systems, eliminating delays and misalignment.
#5 Significant Operational Efficiency Gains
Eliminate repetitive manual data entry tasks, allowing teams to focus on strategic activities while improving accuracy and reducing human error.
5
6
#6 Scalable and Future-Ready Data Management
Effortlessly handle increasing volumes of accounts and contacts with automation that scales alongside business growth without additional resource dependency.
1
#1 Automated Customer Onboarding at Scale
Seamlessly convert new accounts from Salesforce into fully structured customers and contacts in Dynamics 365 Business Central without any manual effort, enabling faster business operations.
2
#2 Zero-Duplication Data Integrity
Advanced duplicate checks ensure that no redundant customer or contact records are created, maintaining a clean, reliable, and governance-ready ERP database.
3
#3 Unified Customer Relationship View
Automatically map accounts and all associated contacts to the correct company, delivering a complete 360° view of customer relationships within Business Central.
4
#4 Real-Time Sales-to-Operations Sync
Bridge the gap between sales and operations by ensuring that every new account and contact is reflected in near real-time across systems, eliminating delays and misalignment.
5
#5 Significant Operational Efficiency Gains
Eliminate repetitive manual data entry tasks, allowing teams to focus on strategic activities while improving accuracy and reducing human error.
6
#6 Scalable and Future-Ready Data Management
Effortlessly handle increasing volumes of accounts and contacts with automation that scales alongside business growth without additional resource dependency.
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