Hello,
I’m having issues with the ZOHO CRM modules and API. I don’t really get their concept with modules.
I’m trying to retrieve contacts that are related to a client. I’m able to get clients, which is great:
Each client has an “object ID” and I would expect to have a module where I can put in the object ID" to retirve the contacts for this specific object (client). I tried various other modules but none of the seems to work. I can retrieve all contacts, but I want the contacts only specific to one client:
Could somebody please help me understand the logic of the ZOHO CRM API?
Thanks
Pierre
Hello,
If my understanding is correct you are looking to fetch Contacts related to an account / client in Zoho CRM, If you have account name available at source, Contacts can be searched based on related Account Name,
If in case account / client name is unavailable, in Zoho CRM, you may have a function to have account id from URL copied in as a custom field and the same can be used to filter here in Search Objects module, reference help link below,
Hope this points you in the right direction, thanks.
2 Likes
Hi,
thanks for your response.
Yes, it works searching contacts by account name. However, I would prefer to search directly by account ID or object ID, without copying it in an extra field, but this seems not to be an option in the module or in general not with the ZOHO API?
Thanks
Pierre
