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Question

How do I link "Potential Owner" in Zoho CRM with "Assigned User" in CompanyCam

  • 4 June 2023
  • 1 reply
  • 19 views
wmccourt

Hi Everyone,

I am setting up a ZAP between our ZOHO CRM Potentials Module and “Create a New Project” in CompanyCam. I would like the “Potential Owner” in ZOHO CRM to be the “Assigned User” in CompanyCam but I can’t see where I can link these fields. Does anyone have any suggestions? Thank you.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @wmccourt 

Good question.

To help give us enough context, please post detailed screenshots with how your Zap steps are configured and indicate the encountered issue with the field mappings.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

Reply


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