Verifying Lead ownership in Zoho Creator

Verifying Lead ownership in Zoho Creator

Hi All,

We are considering using Zoho Creator to update the Lead Module of Zoho CRM. At present, our secure users log into Wordpress using a username and password.

I would like secure users to update cases they are working on - from within Wordpress - but need a means of verifying they are the user ascribed to an individual Lead record.

The secure user will login into Wordpress and then enter:

  • Unique case of Lead record number originally generated by the CRM.
  • Surname of the client stored in the Lead record
This will establish that the secure user is accessing the correct lead record.

Can Creator perform this verification function or will this require custom coding of Creator?

Many thanks,

Marc