Choose how CRM field fills in Creator application
In my application I have placed a CRM field called Customer Name, which is pulling from Leads in the CRM.
When I execute my application, the field is being filled with the Lead Name (John Doe), instead of the Company Name (XYZ Company).
Is there a way I can have the field fill with the company name instead?
My goal is to select the record from the Leads module in CRM and have all the contact information for that lead populate respective fields on my Creator form.
I tried to add the following to "On User Input" for the CRM form field:
crmResponse = zoho.crm.getRelatedRecords(("Accounts") ,"Leads" ,input.Customer_Name ) ;