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Question

How to remove related records in Zoho CRM

  • 15 May 2021
  • 6 replies
  • 169 views
michael291
Userlevel 4
Badge +4

Hello, if got a little problem…

I have created a Zap that synchronizes updated entries in the “Contact module” in Zoho CRM and an account (if the contact is linked to an account) to an app with the name Bexio (an invoicing tool). 

Everything works fine, except the one thing: 

If I remove the account in an entry in the “Contacts module” the link to the account won’t be removed in Bexio. In Zapier I have only a dropdown where I can pick an entry in the “Accounts module” in Zoho CRM or choose a custom field, but I cannot define “None” or something like that. 

Is there a simple way to solve this? 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @michael291 

Check out these Zoho API articles about delinking…

https://www.zoho.com/crm/developer/docs/api/delink-diff.html

https://www.zoho.com/crm/developer/docs/api/v2/delink.html

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
michael291
Userlevel 4
Badge +4

Hi @Troy Tessalone thanks. Unfortunately I don’t know how to solve this via Zapier. Do I need to use a webhook for this?

Troy Tessalone
Userlevel 7
Badge +14

@michael291 

Maybe consider exploring a Zoho Workflow Rule to handle this (if possible): https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/configuring-workflow-rules

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
michael291
Userlevel 4
Badge +4

@Troy Tessalone Thanks, I will check that

Paolo
Userlevel 3
Badge +5

Hi @michael291, just checking in, was Troy’s suggestion to use Workflow Rules useful in unlinking the related records? The Community would love to hear it!

michael291
Userlevel 4
Badge +4

Hi @Paolo , no I still have to look for a solution. I probably have to contact Zoho and Bexio for a solution.

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