Mapping to Company / Deals Module
Hi,
I’m creating a form on Zoho
Forms that will contain information I want to update in the Company Module and
the Deals Module – can this be integrated and if so, how?
I’ve played with it and if
you set the Primary CRM lookup field on the Builder to the company module you can
integrate update a record via related lists, but then you need to map the deal
name and I don’t think I can do that with the Primary CRM field tied to the
Company module in Builder?
I want to collect Deal information such as desired package etc but also update billing addresses without using multiple forms ideally.
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