Desk AccountId - CRM AccountID
Guys (and Ash),
I am using CRM-DESK integration "one-way" - so all CRM accounts and contacts are synced to Desk.
Every now and then, we still want to add a DESK contact to CRM. For this, I'm using a checkbox custom field and Zoho Flow to populate the contact in CRM. Every contact in Desk has an Account assigned. This account is already in CRM.
Running into one problem - account name is a mandatory lookup in the CRM contact record and I cannot figure out how to match the DESK AccountID with CRM AccountID so I can populate and the contact properly.
How do I align these two AccountID's?
Jan