Integrating Data into our CRM
We are using ZoHo as a company. On the CRM there is the Accounts Module. What I would like to do is to pull data into the accounts module when the account record is viewed.
Through an API we have written you can use a GET to pull back a Health Check Score. This score is a percentage and it can change multiple times a day.
What I thought I could do is to add a custom field to the Acccounts page and link this field using some form of WebHook so that when the Account Record is viewed the system would pull this data back from our API.
The data can be read only, it does not need to be edited.
How should I pull this data into ZoHo or make it visually available when the Account Record is shown?
Through an API we have written you can use a GET to pull back a Health Check Score. This score is a percentage and it can change multiple times a day.
What I thought I could do is to add a custom field to the Acccounts page and link this field using some form of WebHook so that when the Account Record is viewed the system would pull this data back from our API.
The data can be read only, it does not need to be edited.
How should I pull this data into ZoHo or make it visually available when the Account Record is shown?
Topic Participants
matt
Ashwinth Shekar
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