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ERP ⇄ CRM

Microsoft Dynamics GP to Zoho SalesIQ integration — real-time, two-way sync

Keep Microsoft Dynamics GP and Zoho SalesIQ in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Microsoft Dynamics GP and Zoho SalesIQ

Close the gap between front office and back office: Zoho SalesIQ and Microsoft Dynamics GP share customers and status in real time, in both directions.

Zoho SalesIQ holds the customer relationship; Microsoft Dynamics GP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Companies, Operators, Departments, Articles in Zoho SalesIQ with Sales Documents (SOP), Purchase Orders (POP), Inventory Items (IV), GL Accounts & Journal Entries in Microsoft Dynamics GP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Sync SalesIQ conversations and visitor details into a CRM so reps see chat history on the contact record.
  • Push chat-qualified leads into an outbound or marketing platform automatically.
  • Replicate GP company databases into a warehouse for financial and operational reporting.
  • Sync customers and invoices between GP and a CRM so sales sees balances and billing history.

Where Microsoft Dynamics GP is the finance system of record: money status on the account

Invoice and payment state from Microsoft Dynamics GP shows on the account in Zoho SalesIQ, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Microsoft Dynamics GP manages people and org data: keep Zoho SalesIQ aligned

Owners, territories, and org structure informed by Microsoft Dynamics GP stay current in Zoho SalesIQ.

What you can sync between Microsoft Dynamics GP and Zoho SalesIQ

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Microsoft Dynamics GP objects Zoho SalesIQ objects
Receivables & Payables Transactions Open and historical AR/AP transactions read for cash and aging reporting. Conversations Chat transcripts and session metadata between visitors, operators, and bots.
Company Databases Per-company SQL databases that define the scope of any sync. Contacts (People) Visitor records promoted with identified contact details.
Customers Receivables master records (RM tables) synced with CRMs and billing tools. Companies Account-level grouping of identified visitors and contacts.
Vendors Payables master records aligned with procurement and AP automation. Operators Agent accounts used for assignment mapping and performance reporting.
Sales Documents (SOP) Quotes, orders, and invoices created via eConnect from web or CRM orders. Departments Routing units that group operators, relevant when syncing ownership.
Purchase Orders (POP) Procurement documents reconciled with receiving and vendor systems. Articles Knowledge-base articles served in chat, referenced in conversation data.
What ships with Microsoft Dynamics GP ⇄ Zoho SalesIQ

Connect Microsoft Dynamics GP and Zoho SalesIQ for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft Dynamics GP–Zoho SalesIQ connection.

Real-time

Two-way sync

Changes in Microsoft Dynamics GP or Zoho SalesIQ instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft Dynamics GP or Zoho SalesIQ data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Microsoft Dynamics GP or Zoho SalesIQ record.

Observability

Monitoring

Track your Microsoft Dynamics GP ⇄ Zoho SalesIQ sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft Dynamics GP and Zoho SalesIQ.

How the Microsoft Dynamics GP and Zoho SalesIQ connectors work

Microsoft Dynamics GP

Integration surface
SQL Server database access plus the eConnect stored-procedure API; Web Services for GP on some deployments
Authentication
SQL Server credentials or Windows authentication
Change detection
SQL Server change tracking or log-based CDC on the company database, or polling on row timestamps
Capabilities
read · write · CDC

Zoho SalesIQ

Integration surface
REST API
Authentication
OAuth 2.0 via Zoho Accounts
Change detection
Webhooks for chat and visitor lifecycle events; polling otherwise
Capabilities
read · write · webhooks
Rate limits
Subject to Zoho's per-plan API rate limits.
How it works

How to connect Microsoft Dynamics GP to Zoho SalesIQ — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Microsoft Dynamics GP and Zoho SalesIQ with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Microsoft Dynamics GP connected
    Zoho SalesIQ connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft Dynamics GP and Zoho SalesIQ objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Microsoft Dynamics GP ⇄ Zoho SalesIQ
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Microsoft Dynamics GP Zoho SalesIQ
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Microsoft Dynamics GP and Zoho SalesIQ integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Microsoft Dynamics GP and Zoho SalesIQ.

Popular · 8 of 386
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