Zoho CRM
Create a Work Order in FSM from a CRM Sales Order
Use case: Create a work order in Zoho FSM whenever a sales order is created in Zoho CRM. Follow the steps below to implement this use case: Step 1: Create a connection for Zoho FSM in Zoho CRM Step 2: Create a workflow rule Step 3: Create a custom ...
Create Requests in Zoho FSM from Zoho CRM Deals
Usecase: Using a custom button, push Deals in Zoho CRM as Requests to Zoho FSM. Step 1: Create a connection for Zoho FSM in Zoho CRM Step 2: Create a custom button Step 3: Create a custom function Step 1: Create a connection for Zoho FSM in Zoho CRM ...
Push Zoho CRM Contacts and Accounts to Zoho FSM
Usecase: Use custom buttons in Zoho CRM to do the following: Push (create/update) a Zoho CRM contact to Zoho FSM. If the contact has an associated account, create that account as a company in FSM. Push (create/update) a Zoho CRM account as a company ...