Zoho Feed submission

  • Resolved sergiocasquejo

    (@sergiocasquejo)


    4 years, 8 months ago

    If I have a feed for Leads and a feed for Contacts and they are both set up to send the order to Zoho on Submission, how do I indicate on the plugin to check Leads first followed by Contacts for existing records, before creating a new Lead if no match is found by the primary key?

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  • Plugin Author CRM Perks

    (@crmperks)

    when you set primary key in feed then plugin updates already existing record first
    if no old record then creates new

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