I am looking to share some of our Zoho CRM data with a sister company without sharing our Zoho CRM system itself. The sister company runs its own version of Zoho CRM.
Is there any way of integrating the two separate systems together to share, for example, only leads that relate to a particular territory? Or having automatic forwarding into the CRM of the sister company when certain rules apply?
We don't really want to have to go through a process of importing and exporting data as Excel files!
Thanks for your help.