Add products from an estimate in books to the potential products related list in CRM throw a Flow
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate om books throw Zoho Finance, how to add the items of the estimate to the zoho CRM products related list on the potentials module.
Is possible to extract the line items of the estimate in Zoho Flow, and between the syncronization the names should be equal between books an crm, How we can add this ones to the products related list of the estimate?