Fetch CRM Deal Name in Zoho Sheet
Hi,
I would like a user to fill out the form and have the form data sent to a Zoho Sheet. I've accomplished this task easily. What I would like to do next is based around get.Records or search.Records in the CRM based on 3 columns in the sheet.
so the 3 Columns are Date, Location and Room. This would be enough details to isolate the one record and return the Deal.Name to the cell when the row is added. And possible hyperlink to the actual record? Better!
I feel like this should be a simple thing to do, but I am not looking in the correct spot or something.