Looking for what code to use to link two Creator apps using Functions

Looking for what code to use to link two Creator apps using Functions


Let's just say i have 3 programs

Creator's CRM
Creators "lead management"
Creator's "Sales Management"

I would like to enter a new lead in CRM, and have it "upserted" over to "Lead management" instantly on submit
so, if i'm creating a new lead, in Creator CRM, it creates it over in "Lead Management"
and If i'm Editing a old Lead in Creator CRM, it Updates it over in "Lead management"

but, i want it to go both ways. so that if i create a lead in "lead management", it also creates in "Creator CRM"
and if i update a lead as well from "Lead management", it also Updates in Creator CRM.



and i want to do this with Sales, and products in "sales management". where i can create, edit, or delete, and it will mirror in "creator crm".


i know i cannot use lookup fields, because i would have to delete critical fields and workflows from all three programs to replace those fields with lookups.

The solution that seems to be the only way i've found is to have a couple custom functions inside of all three programs, and use the custom functions to fetch entire forms to a list variable, then when i next open the other programs, and navigate to the form that i wanted to sync, it would take the list variable and enter it into then database then.


there's got to be a better way than what i'm thinking,.

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方