TEXT or KEY-VALUE: The JSON formatted text or the key-value collection from which the specified keys value needs to be fetched. Datatype of this parameter depends on the type of the returned value. Itâs a little tricky to create the exact parameter string the crm API is looking for. Data type: Description Any datatype: Variable that holds the returned value.Refer to the API 2.0 documentation for more details: Step 2: Pick one of the apps as a trigger, which will kick off your automation. But with Bigin by Zoho CRM, youâll be able to capture those action items while on the go. Step 1: Authenticate Zoho CRM and Zoho Projects. You leave a productive customer meeting with a well-outlined to-do list, and by the time you get back to your home office, you canât help but feel like youâre forgetting something. Replace url with the API URL you need, enter the Request Method type, create your parameter map and refer to the connection name given when you created the connection.Ä®xample: to insert a Lead record (see below for more info on params) Bigin by Zoho CRM Itâs a moment that nearly all salespeople can relate to. Zoho CRM is record-oriented, allowing you to enter sales leads, track customers. Description This task is used to fetch records from the specified Zoho CRM module. To use the connection within your custom function, drag a âwebhookâ into the script. Role-based security: Control access to data by user roles.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |