Let's just say i have 3 programs
Creator's CRM
Creators "lead management"
Creator's "Sales Management"
I would like to enter a new lead in CRM, and have it "upserted" over to "Lead management" instantly on submit
so, if i'm creating a new lead, in Creator CRM, it creates it over in "Lead Management"
and If i'm Editing a old Lead in Creator CRM, it Updates it over in "Lead management"
but, i want it to go both ways. so that if i create a lead in "lead management", it also creates in "Creator CRM"
and if i update a lead as well from "Lead management", it also Updates in Creator CRM.
and i want to do this with Sales, and products in "sales management". where i can create, edit, or delete, and it will mirror in "creator crm".
i know i cannot use lookup fields, because i would have to delete critical fields and workflows from all three programs to replace those fields with lookups.
The solution that seems to be the only way i've found is to have a couple custom functions inside of all three programs, and use the custom functions to fetch entire forms to a list variable, then when i next open the other programs, and navigate to the form that i wanted to sync, it would take the list variable and enter it into then database then.
there's got to be a better way than what i'm thinking,.