Contacts updated
Trigger when contacts are updated in Business Central.
About this template
What this workflow does
New items created in Dynamics 365 Business Central are automatically added as products in Zoho CRM, keeping your sales team's product catalog up to date. Only relevant item types (Inventory and Non-Inventory) are synced, preventing service items and other non-product types from cluttering the CRM.
Key benefits
- Automated ERP-to-CRM product sync
- Item type filtering
- Smart duplicate handling
- Complete product data sync
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Customize the flow
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Inside the flow
How the template works
appse ai runs this workflow end to end for Dynamics 365 Business Central — automatically, every single day. Here is exactly what happens when this template runs.
Trigger on new items in Dynamics 365 Business Central
The workflow starts when new items are created in Dynamics 365 Business Central, using a scheduled trigger that checks for new records every 3 minutes.
Filter by item type
Only items with a type of 'Inventory' or 'Non-Inventory' are passed through. Other item types are skipped.
Search for existing product in Zoho CRM by SKU
Zoho CRM is searched using the D365 BC item number as SKU to check if the product already exists in the CRM.
Decision: Product needs creation or update
Evaluates whether the product does not exist in Zoho CRM (no product code found) or if the product name has changed compared to the D365 BC display name. If either condition is true, a new product is created.
Create product in Zoho CRM
A new product is created in Zoho CRM with the product name, product code, unit price, inventory quantity, and description from Dynamics 365 Business Central, categorized as 'Consumable'.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Automated ERP-to-CRM product sync
New items created in Dynamics 365 Business Central are automatically added as products in Zoho CRM, keeping your sales team's product catalog up to date.
02
Item type filtering
Only relevant item types (Inventory and Non-Inventory) are synced, preventing service items and other non-product types from cluttering the CRM.
03
Smart duplicate handling
Built-in SKU lookup checks Zoho CRM for existing products before creation, and a decision node also compares product names to detect changes that need a new record.
04
Complete product data sync
Product name, code, unit price, inventory quantity, and description are all synced from D365 BC to Zoho CRM in a single workflow.
01
Automated ERP-to-CRM product sync
New items created in Dynamics 365 Business Central are automatically added as products in Zoho CRM, keeping your sales team's product catalog up to date.
02
Item type filtering
Only relevant item types (Inventory and Non-Inventory) are synced, preventing service items and other non-product types from cluttering the CRM.
03
Smart duplicate handling
Built-in SKU lookup checks Zoho CRM for existing products before creation, and a decision node also compares product names to detect changes that need a new record.
04
Complete product data sync
Product name, code, unit price, inventory quantity, and description are all synced from D365 BC to Zoho CRM in a single workflow.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
What triggers this workflow?
The workflow is triggered when new items are created in Dynamics 365 Business Central, checked every 3 minutes via a scheduled trigger.
Which item types are synced?
How does the workflow prevent duplicate products?
What product details are synced to Zoho CRM?
Why businesses love appse ai
Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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