Integration zoho forms with CRM - Problem Workflow rules
HI,
I have some forms integrated with Zoho CRM. These forms create new registers, but also are relationed with zoho records, so I have integrated both NEW REGISTER and RELATED LIST.
New register is integrated with Deals module.
Related List is integrated with Contacts Module that is related with Deals.
When I have a new record, I got two records in the CRM, one from the New register and another one from Related List.
I need related list being activated because I want the records to be linked to the Contact. But at the same time, my potentials have workflow rules that are activated when a new record is created. However, these rules are not triggered when the potential comes from the Related List, since this is for Contacts module.
Is there any way where I can trigger the workflow rules in Deals module, even when the register has been created from Related list?
Thank you
Topic Participants
Jesús
Ashwinth Shekar
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