Start the scheduled run
appse ai starts the flow on a set schedule.
About this template
What This Workflow Does
Sales quotations raised in SAP Business One are rebuilt by hand in Zoho CRM, line by line. On a schedule, this template pulls new quotations with their lines, matches the account and each product by SKU in Zoho CRM, creates the quote, and writes the Zoho CRM Quote ID back to the SAP Business One quotation.
Key benefits
- Scheduled pickup — New SAP Business One quotations are collected on a set schedule.
- SKU matching — Each line item is matched to a Zoho CRM product by SKU.
- Complete quotes — Account and all lines are assembled before the quote is created.
- Linked records — The Zoho CRM Quote ID is saved on the SAP Business One quotation.
Inside the flow
How the template works
On a schedule, appse ai pulls new SAP Business One quotations with their lines and matches the account and each SKU in Zoho CRM. It creates the Zoho CRM quote and writes the Quote ID back to SAP Business One.
Get new quotations
New sales quotations and their line items are pulled from SAP Business One.
Match the account
The customer account is looked up in Zoho CRM.
Match products by SKU
Each line item is matched to its Zoho CRM product by SKU.
Create the quote in Zoho CRM
The account and matched lines are combined and the quote is created in Zoho CRM.
Write back the Quote ID
The Zoho CRM Quote ID is written to the quotation in SAP Business One.
Business Benefits
Give sales every SAP Business One quote in Zoho CRM without rebuilding it.
01
No Manual Quote Rebuilds
Headers, lines and prices reach Zoho CRM without retyping.
02
Correct Products and Prices
SKU matching keeps CRM quote lines aligned with SAP Business One.
03
Faster Follow Up
Reps see new quotes in the CRM without waiting for an export.
04
Traceable Quotes
The Quote ID on the SAP record links both systems.
05
Whole Quotes First Time
Account and lines are assembled before creation, so no partial quotes.
01
No Manual Quote Rebuilds
Headers, lines and prices reach Zoho CRM without retyping.
02
Correct Products and Prices
SKU matching keeps CRM quote lines aligned with SAP Business One.
03
Faster Follow Up
Reps see new quotes in the CRM without waiting for an export.
04
Traceable Quotes
The Quote ID on the SAP record links both systems.
05
Whole Quotes First Time
Account and lines are assembled before creation, so no partial quotes.
Keep exploring
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Customize the flow
Build Your Own Version of This Workflow
Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does SAP Business One to Zoho CRM quote sync work?
On a schedule, appse ai pulls new SAP Business One quotations, matches the account and each SKU in Zoho CRM, creates the quote and writes the Zoho CRM Quote ID back to SAP Business One.
How are line items matched?
Does it update quotes that already exist in Zoho CRM?
How does SAP Business One know a quote has synced?
What needs to be in place before it runs?
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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