1. 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.
   
2. Push (create/update) a Zoho CRM account as a company to FSM.

Step 1:  Create a connection for Zoho FSM in Zoho CRM  

1. Log in to Zoho CRM.
   
2. Navigate to Setup > Developer Space > Connections and click Create Connection.
   
   
   
   
3. In the Create Connection page, select the Custom Services tab and click Create New Service.
   
   
   
   
4. In the Create Service page, enter the following details and click Create Service.
   
1. Service Name: Zoho FSM
   The Service Link Name will be automatically populated.
2. Authentication Type: OAuth2
   
3. Parameter Type: Header
   
4. Generated Client ID, Client Secret
   
5. Authorize URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline&prompt=consent
   
6. Access Token URL: https://accounts.zoho.com/oauth/v2/token
   
7. Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
   
8. Scope: ZohoFSM.modules.all
   Provide values for Scope Display Name.
   
   
   
   
5. Click Create Connection.
   
6. Do the following and click Create And Connect:
   
1. Connection Name: FSMConnection
   
2. Select the Scopes ZohoFSM.modules.all
   
   
   
   
7. Click Connect in the authentication page.
   
   
   
   
8. Click Accept in the authorization page.
   
   

Step 2: Create a custom button

1. Navigate to Setup > Customization > Modules and Fields and click the Contacts module.
   
   
   
   
2. Select the Links and Buttons tab and click Create Your First Button.
   
   
   
   
3. In the Create Your Button page, do the following and click Save:
   
1. What would you like to name the button?: Create_Update Contact in ZFSM
   
2. Where would you like to place the button?: Details Page
   
3. What action would you like the button to perform?: Writing Function
   Create a custom function.
   
   
   

Step 3: Create a custom function

1. In the Create New Function popup, enter the following and click Create.
   
1. Function Name: CreateUpdateCustomerInZFSM
   
2. Display Name: CreateUpdateCustomerInZFSM
   
   
   
   
2. In the Deluge Script Editor, click Edit Arguments.
   
   
   
   
3. In the Edit Arguments popup, do the following:
   
1. Enter the argument name as contact_id.
   
2. For the argument value, type # and select Contacts - Contact Id and click Done.
   
   
   
   When you create the custom function for the Accounts module, add an argument account_id and map it to Account Id of Accounts.
4. Click Save.
   
   
   
   
5. Add the script and click Save.
   
   

Testing the use case