Zoho Desk & CRM Integration and Account Name Relationship
Hi guys,
I kindly wanted to ask that how Desk and CRM Integration work. As I have heard of, this integration is based on Account Name. If account name is not the same in two sides(Desk and CRM), CRM creates a new account. Is it true? Is there only one matching criteria for this integration as Account name?
Can I sync these two based in a specific number or something? Like Account ID only invoves numbers?
Thanks in advance,