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Filemaker and Zoho Integration


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  • 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. 

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