Jump to content

Filemaker and Zoho Integration


This topic is 2293 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • 1 year later...

I am helping a good friend's small business and they have already spent extensive time with Zoho CRM, to help them better isolate leads. I have started a good working relationship with the sales/IT individual who set this part up. To better learn the business we have been generating and reviewing functional workflows of the business process and data flow once the Zoho "Deal" is made. What we are planning is to create the Product Database tables in FMP; which will in turn used to build an invoice;  which will push back a PDF form to Zoho CRM for the Deal Customer. The current plan is use FM WebDirect interface and have it called from Zoho. Are there any suggestions for assisting with the integration process. 

Link to comment
Share on other sites

This topic is 2293 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.