Many large businesses rely on SAP as the backbone of their enterprise resource planning (ERP), handling finance, logistics, and procurement. However, when customer-facing teams use Zoho CRM, Zoho Desk, or Zoho Projects in parallel, operational silos emerge. Integrating SAP with Zoho applications brings both worlds together—delivering real-time data flow between the back office and front-line teams.

•Disconnected systems between operations (SAP) and sales/support (Zoho)

•Manual updates of customer data and orders, leading to duplication and errors

•Delayed information on inventory, invoices, and delivery status for sales or support teams

•Limited visibility into financial or procurement data for customer-facing teams

•Inefficient workflows, with repeated data entry across platforms

The company implemented a custom SAP–Zoho integration using APIs and middleware to establish a secure, two-way sync between SAP ERP and various Zoho apps. This enabled seamless collaboration between internal operations and external customer touchpoints.

Key integration features included:

•Real-time sync of customer master data between SAP and Zoho CRM

•Automatic creation of sales orders and invoices in SAP based on Zoho CRM deals

•Live inventory and delivery status updates in Zoho CRM from SAP

•Customer support tickets in Zoho Desk linked to SAP order and warranty data

•Sync of project costs and procurement data into Zoho Projects for visibility

•60% reduction in manual data entry between departments

•Improved sales and support response times with up-to-date ERP data

•Increased order accuracy, as CRM and ERP shared the same product and pricing data

•Streamlined quote-to-cash process, linking sales opportunities to SAP billing and delivery

•Stronger collaboration between front-end (sales, support) and back-end (finance, logistics) teams

Integrating SAP and Zoho creates a unified enterprise ecosystem—connecting strategic operations with customer engagement. This alignment boosts efficiency, improves data integrity, and enables teams to deliver faster, smarter service at scale.