I'm looking for a way to bring in a couple of fields from zoho crm potentials module. I already have it integrated and pulling accounts & contacts, but it would be handy to relate certain invoices to specific potentials records & respective fields.

It looks like you can do that from something i saw online, but my integration interface doesn't seem to have that option.

I also have the situation where we have business referred by a company, and we are dealing with their client and a specific contact at the referral company, who we need to invoice. For this to work i guess i would like to hold the payment contact in the potential and bring that through to books...

Anyone have any clue if this is do-able?

Thanks!