Hi All,
I am stuck, wondering if anyone can assist/point me in the right direction.
Tools used
Zoho CRM
We are using the contacts and accounts module on this example.
Zoho Creator
We want to pull the data from Zoho CRM contacts and Zoho CRM Accounts – this is relatively easy through integrations and then display the corresponding record on Zoho Creator Portal.
Zoho Creator Portal
Example of what I would like to do. I would like to say that if the Zoho Creator Portal User = the contact user on CRM then show their record on the portal.
Zoho CRM contacts record = Johnsmith
Zoho Creator Portal external user = john.smith@gmail.com
I was thinking of using Deluge to pull the information from Zoho CRM and then filter accordingly, but the documentation is not very clear.
I used this document, but I am failing right now > https://www.zoho.com/deluge/help/creator/get-records.html
Summary
So basically, when a registered user logs into Zoho Creator Portal, if their account has somehow been linked to a "contact" on Zoho CRM, then I want Zoho Portal to only show their own view.