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Zoho CRM & Zoho Books Data Sync

  • Automatically data integration between zoho CRM and Zoho Books
  • automatically record update when it is deleted, edited, created in any of the app.
  • Once Integration is completed Zoho Finance Module will show in the zoho CRM.
  • Zoho Finance Module containes Sales Orders, Invoices, Purchase Order from Zoho Books.
  • Contacts, Vendors and Products can also be sync.
  • Set CRM Trigger Point to don’t loss any data.

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Workflow to send data from Zoho CRM to Zoho Books:
listVar = List();
mapVar = Map();
mapVar.put("salutation","Mr.");
mapVar.put("first_name","First");
mapVar.put("last_name","Last");
listVar.add(mapVar);
itemnew = Map();
itemnew.put("contact_name","Test");
itemnew.put("company_name","test");
itemnew.put("contact_persons",listVar);
res22 = zoho.books.createRecord("contacts","721169868",itemnew);
new = res22.get("contact_id").tolong();
itemList = List();
imap = Map();
imap.put("item_id","2330426000000353037");
imap.put("name","shipping");
imap.put("quantity","1");
imap.put("rate","0");
itemList.add(imap);
params = Map();
params.put("customer_id", new);
params.put("customer_name","Test");
params.put("status","paid");
params.put("date",zoho.currentdate);
//params.put("invoice_number","INV-000022");
params.put("line_items",itemList);
res = zoho.books.createRecord("estimates","721169868",params);
info res;

Please Note:
Connection Name is required for the script. Custom Values can be replaced by input field values.

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