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ZOHO CRM
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 ...
To choose the accounts to be synced between Zoho CRM and SDP MSP
Scenario: When Zoho CRM and SDP MSP is integrated, Accounts created in the CRM will be synced with SDP MSP automatically. If you do not need all the accounts to be synced with SDP MSP, you can follow the below steps. By following the below steps only ...

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