Question

How to remove related records in Zoho CRM

  • 15 May 2021
  • 6 replies
  • 179 views

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? 


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6 replies

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

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?

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

Userlevel 4
Badge +4

@Troy Tessalone Thanks, I will check that

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!

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.