Hi,

We have various ways to calculate our sales prices which are sometimes very complex. We have currently  an Excel file for our prices calculations. I wanted to integrate this calculation method to zoho CRM but it seems to be complicated …

Therefore I was wondering of keeping this Excel file for calculation and linking it to CRM.

My question is the following : is it possible to create a workflow that update CRM fields with values of an Excel file once it is attached to a deal ?

I've the feeling that it should be possible either with Zoho flow, Client Script in CRM or SDK ?!

Thank you for you feedback,

Regards,