-= Maturing business approach - Integrating Website to CRM via API's =-
I would like to understand the best approach for the following:
We currently have a Zoho CRM - Professional edition account. We wish to evolve our solution with form feeds from our website into Zoho via the APIs to allow for creation of new leads. With an option for looking up the database to assist manage a Partner portal.
However our database is already propagated with thousands of entries, which we don't wish to corrupt or adjust whilst we are defining, adjusting/customising fields and integrating to this new approach.
Is there a development area or mirrored database option that will allow us to utilise whilst we develop and mature our approach?
If so how do we request this?
Thanks in advance for all assistance.
Grant