I have customers and prospects in Zoho CRM.
I have a Zoho Creator app for sales and servicing in my business -
when taking an order, I want to retrieve the customer info from CRM.
No problem using Creator's CRM Lookup type field EXCEPT that I
have three users of my app who are shared users. They do not see my
Contacts because they are not signed in as me.
I'm told I have to use workflow and APIs to send the contact
data from CRM to a form in my Creator app and then do the lookup via
the data in the form - with the workflow sending the data whenever a
contact is added, a contact is deleted, or a the contact's info
changes.
Could someone please point me to more specifics about what I need
to do - I'm not sure if this is what CRM calls "Custom
Functions" or is it something else. Also, I'm not clear on
where I find the documentation for the specific command(s) to transfer
the data. I'm assuming that it's an HTTP POST, but I'm
not clear.
Finally, would someone confirm that my CRM needs to be an
Enterprise edition in order to make this work.
Thanks.