Update CRM record action
Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module have to be pushed from MA to the CRM even if these aren't the fields that need to be updated. For example, If i want to update a Lead score filed on a CRM lead I also have to updated the First name, Last Name, Company name, Stage, etc., because these fields are required in my CRM.
This creates the possibility of changing a field that is not intended to change.
As we know if you are using the CRM UI directly, you can update the value of individual fields from the details page of a record so we know that the CRM has the capability of updating only one record without needing to resubmit all required fields.
To ensure data integrity through the Zoho ecosystem I believe that the ability to update a single field on a record in the CRM from MA should be a table stakes feature that is provided via the integration between these two applications.
This creates the possibility of changing a field that is not intended to change.
As we know if you are using the CRM UI directly, you can update the value of individual fields from the details page of a record so we know that the CRM has the capability of updating only one record without needing to resubmit all required fields.
To ensure data integrity through the Zoho ecosystem I believe that the ability to update a single field on a record in the CRM from MA should be a table stakes feature that is provided via the integration between these two applications.
Topic Participants
Jacob
Jeshua Edward
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