Accessing CRM Data in Creator
Hi,
I am working on a project to display a Group of Client Opportunities on a Map. I want the process to be as easy as possible.
What I would like to do is to be able to access a feed of data from Zoho CRM perhaps a pre-created report or view in CRM and use creator to parse this feed and add the locations to a map. I know you can access CRM data from creator but its on a one by one basis. The options I have thought of will work buy are clumsy. What I have considered is
Create the report in CRM, download as XLS and upload into an empty table in Creator
or
Mass Update a Flag in CRM with False, create a View in CRM of required Opportunities and mass update the flag with True then pass the records in CRM looking for the True flag. An additional downside to this is that there is a strong possibility that we could not build the views to source the correct group as the filter would need to come from Accounts as well as Opportunities. I would also need to pass the View data to be able to look up the clients address.
Does anyone have any thoughts or suggestions?
Thanks
Gordon