Pull Data from Zoho Books to Contacts Module in Zoho CRM
Hi,
I've integrated my Zoho Books with Zoho CRM. For every contact that I have in my Zoho CRM, I wish to have the following three fields:
1. Total Sales
2. Total Receivable
3. Due Receivables
(based on the Account the Contact belongs to)
How should I proceed to code. Should I code in Zoho Books or in Zoho CRM? And it'll be great if you could help with the code too...
Best,
Sushant