Custom Module and Custom View Sync with CompanyCam
Custom Module and Custom View Sync with CompanyCam
How to sync custom module with CompanyCam from Zoho CRM:
How to Transfer Custom Module Records from Zoho CRM to CompanyCam, Prevent Deal Records from Syncing to CompanyCam, and GeoCoordinate Synchronization Between Zoho CRM and CompanyCam
Function needed:
// set the api name of the custom module you'd like to use
CUSTOM_MODULE_API_NAME = "customs1";
//
// do not change any lines below this
token = zoho.crm.getOrgVariable("companycamzohocrmintegration__CC_accesstoken");
rec = zoho.crm.getRecordById(CUSTOM_MODULE_API_NAME,id);
companycamzohocrmintegration.syncDeal({"DealData":rec});
IMPORTANT: Country field must be formatted to 2 digits: CA. or US
1. Have to avoid using " " in descriptions or any other fields in any records in the CRM. It will break the sync. 2. IMPORTANT when creating custom modules: Country field must be formatted to 2 digits: CA. or US 3. Have to avoid using "-" in names in ...
1. Installing the extension. After downloading or marketplace install you need to agree to the terms & conditions and data access. Then click CONTINUE 2. Next screen select INSTALL FOR ALL USERS 3. You should be redirected over to the settings area. ...