Best answer

Creating a new record in Zoho CRM and link it to another record in Zoho CRM

  • 11 January 2021
  • 3 replies
  • 210 views

Userlevel 4
Badge +4

Hello, 

I am trying to add a new record in the module “Orders” in Zoho CRM via Zapier (from a new order in WooCommerce) and link it to an existing record in the “Contacts” module in Zoho CRM. 

I.e. a new recod in the “Orders” module has a field “customer name” which should be linked to the existing record “John Doe”. But it does not work. 

I did use the “Find Module Entry in Zoho CRM” with the field name “Entry ID” but I do not know what to enter in the value field and how to proceed from there. 

Or is there a better way to create a new record in one of the modules in Zoho CRM and link it to another module? 

Thanks for your help, 

Michael

 

 

Here’s the “Find Module Entry” with the error message below… 

 

 

 

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Best answer by Troy Tessalone 11 January 2021, 20:59

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3 replies

Userlevel 7
Badge +14

Check this similar topic related to Zoho CRM and linking Modules:

 

Userlevel 4
Badge +4

Thanks @Troy Tessalone , I will check that. 

Userlevel 4
Badge +4

Perfect, I managed to solve the problem. Just did use the Entry ID, choosed the email and booom. It did work :-) .