ZOHO CRM Integration with SDP MSP
Account's Sync :
- If MSP SDP has exact Account Name as that of CRM's Account Name , then CRM data will be overwritten in MSP SDP. (Note : Address details will be overwritten in MSP SDP).
- New Account from CRM (which is not in MSP SDP) will be added to the Action Page for the first time alone. Customers should map the Account's according to their requirements (Add / Update with the existing accounts in MSP SDP).
- Once an Account is mapped to a CRM Account, that Account Name will be removed from the Mapping MSP SDP list (Action Page).
This is to make sure that the data is mapped with MSP SDP and CRM is correct. Refer Actions page for further details.
Note : Only for the first time sync, new account's will be added to the Action page. After that if a new account is added in the CRM, it will be directly added to the MSP SDP.