{"id":1,"date":"2020-11-14T01:41:20","date_gmt":"2020-11-14T01:41:20","guid":{"rendered":"http:\/\/wdp.g-integrator.com\/blog\/?p=1"},"modified":"2020-11-15T18:31:08","modified_gmt":"2020-11-15T18:31:08","slug":"dynamic-filter","status":"publish","type":"post","link":"https:\/\/wdp.g-integrator.com\/blog\/2020\/11\/14\/dynamic-filter\/","title":{"rendered":"Using dynamic filters to integrate Zoho CRM and Zoho Books (or any other product)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Dear friends! We are very proud to start our blog with a fascinating and useful feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this post, I will demonstrate how you can integrate your Zoho CRM with another system, using our G-Integrator for Zoho CRM. In this example, I will integrate it with Zoho Books, because we have our  G-Integrator for Zoho Books add-on, but it can be anything as long you can write data into the Google Spreadsheet &#8211; there are many add-ons on Google marketplace for different systems.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The scenario<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We want to show Zoho Books Invoices for all the contacts from the Zoho CRM Deals.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to synchronize.<\/h2>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<ul class=\"wp-block-list\"><li>First, we will link contacts from Zoho CRM and Zoho Books by the &#8220;Email&#8221; field.<\/li><li>Then, we will link Zoho Books Invoices and Zoho Books Contacts by the &#8220;Customer ID&#8221; field.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What you need for this.<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/gsuite.google.com\/u\/0\/marketplace\/app\/gintegrator_for_zoho_crm\/602845854912\">G-Integrator for Zoho CRM Google Spreadsheets add-on<\/a><\/li><li><a href=\"https:\/\/gsuite.google.com\/u\/0\/marketplace\/app\/gintegrator_for_zoho_books\/352247976414\">G-Integrator for Zoho Books Google Spreadsheets add-on<\/a><\/li><\/ul>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Steps<\/h2>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<ol class=\"wp-block-list\"><li>Using the &#8220;Zoho CRM&#8221; add-on, download the &#8220;Deals&#8221; module, selecting the following fields:<\/li><\/ol>\n\n\n\n<ul class=\"wp-block-list\" id=\"block-5e2514bb-6ea0-41f2-9d0f-0db2d0f346af\"><li>&#8220;Contact Name.Email&#8221;<\/li><li>&#8220;Contact Name.Full Name&#8221;<\/li><li>Deal Name<\/li><\/ul>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">For the synchronization, we will need only &#8220;Contact Name.Email&#8221;, other fields are  just for convenience.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"553\" height=\"259\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/1_deals.png\" alt=\"\" class=\"wp-image-49\" srcset=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/1_deals.png 553w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/1_deals-300x141.png 300w\" sizes=\"auto, (max-width: 553px) 100vw, 553px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">2. Using the &#8220;Zoho Books&#8221; add-on, select the &#8220;Contacts&#8221; module, selecting the following fields (again, we really need only &#8220;Contact Id&#8221;):<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Contact Id <\/li><li>Contact Name <\/li><li>Email<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the convenience, we will update Pull settings to keep it on the same tab<\/p>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"788\" height=\"480\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/2_settings.png\" alt=\"\" class=\"wp-image-50\" srcset=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/2_settings.png 788w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/2_settings-300x183.png 300w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/2_settings-768x468.png 768w\" sizes=\"auto, (max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"> And we will use &#8220;Dynamic filters&#8221; to select only the records where email is in our Deals emails:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"793\" height=\"453\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/3_customers_filter.png\" alt=\"\" class=\"wp-image-51\" srcset=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/3_customers_filter.png 793w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/3_customers_filter-300x171.png 300w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/3_customers_filter-768x439.png 768w\" sizes=\"auto, (max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">2. Using the &#8220;Zoho Books&#8221; add-on, select the &#8220;Invoices&#8221; module, selecting the following fields:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Customer Name <\/li><li>Date <\/li><li>Invoice Id <\/li><li>Invoice Number <\/li><li>Total<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">And again, we will use dynamic filter to link the &#8220;Customer ID (which we do not show) with the &#8220;Contact ID&#8221; from Contacts<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"773\" height=\"401\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/4_invoices.png\" alt=\"\" class=\"wp-image-52\" srcset=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/4_invoices.png 773w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/4_invoices-300x156.png 300w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/4_invoices-768x398.png 768w\" sizes=\"auto, (max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">And this is all! Click on the image below to see it full size.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/5_final.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"246\" src=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/5_final-1024x246.png\" alt=\"\" class=\"wp-image-53\" srcset=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/5_final-1024x246.png 1024w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/5_final-300x72.png 300w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/5_final-768x185.png 768w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/5_final-1536x369.png 1536w, https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/5_final.png 1738w\" sizes=\"auto, (max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">And, if the records from &#8220;Deals&#8221; will be updated, we just need to refresh Zoho Books queries to update Invoices. Enjoy!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Of course, there are many other ways to use the dynamic filter &#8211; you can integrate Zoho CRM not only to Zoho Books but to any other accounting system, like Xero or QBO, using any of the available in the  Google Marketplace add-ons. Or you can add data for the integration manually, by copy\/paste.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Also, you can integrate modules inside Zoho CRM or Zoho Books &#8211; please see the short demo video of the linking Contacts module to the Deals module by Contact.ID in G-Integrator for Zoho CRM:<\/p>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/www.g-integrator.com\/video\/dynamic_query.mp4\"><\/video><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This is our new functionality and there is a lot to improve. Please help us by sending your requests and bug reports &#8211; you will be heard!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dear friends! We are very proud to start our blog with a fascinating and useful feature. In this post, I will demonstrate how you can integrate your Zoho CRM with another system, using our G-Integrator for Zoho CRM. In this example, I will integrate it with Zoho Books, because we have our G-Integrator for Zoho &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/wdp.g-integrator.com\/blog\/2020\/11\/14\/dynamic-filter\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Using dynamic filters to integrate Zoho CRM and Zoho Books (or any other product)&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6,5],"tags":[],"class_list":["post-1","post","type-post","status-publish","format-standard","hentry","category-zoho-books","category-zoho-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Using dynamic filters to integrate Zoho CRM and Zoho Books (or any other product) - G-Integrator blogs<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wdp.g-integrator.com\/blog\/2020\/11\/14\/dynamic-filter\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using dynamic filters to integrate Zoho CRM and Zoho Books (or any other product) - G-Integrator blogs\" \/>\n<meta property=\"og:description\" content=\"Dear friends! We are very proud to start our blog with a fascinating and useful feature. In this post, I will demonstrate how you can integrate your Zoho CRM with another system, using our G-Integrator for Zoho CRM. In this example, I will integrate it with Zoho Books, because we have our G-Integrator for Zoho &hellip; Continue reading &quot;Using dynamic filters to integrate Zoho CRM and Zoho Books (or any other product)&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wdp.g-integrator.com\/blog\/2020\/11\/14\/dynamic-filter\/\" \/>\n<meta property=\"og:site_name\" content=\"G-Integrator blogs\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/gintegratorCompany\" \/>\n<meta property=\"article:published_time\" content=\"2020-11-14T01:41:20+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-11-15T18:31:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/wdp.g-integrator.com\/blog\/wp-content\/uploads\/2020\/11\/1_deals.png\" \/>\n<meta name=\"author\" content=\"gint\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"gint\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/wdp.g-integrator.com\\\/blog\\\/2020\\\/11\\\/14\\\/dynamic-filter\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/wdp.g-integrator.com\\\/blog\\\/2020\\\/11\\\/14\\\/dynamic-filter\\\/\"},\"author\":{\"name\":\"gint\",\"@id\":\"https:\\\/\\\/wdp.g-integrator.com\\\/blog\\\/#\\\/schema\\\/person\\\/9c702f84ef245e88819becb23351b1ad\"},\"headline\":\"Using dynamic filters to integrate Zoho CRM and Zoho Books (or any other product)\",\"datePublished\":\"2020-11-14T01:41:20+00:00\",\"dateModified\":\"2020-11-15T18:31:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/wdp.g-integrator.com\\\/blog\\\/2020\\\/11\\\/14\\\/dynamic-filter\\\/\"},\"wordCount\":462,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/wdp.g-integrator.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/wdp.g-integrator.com\\\/blog\\\/2020\\\/11\\\/14\\\/dynamic-filter\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/wdp.g-integrator.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/1_deals.png\",\"articleSection\":[\"Zoho Books\",\"Zoho CRM\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/wdp.g-integrator.com\\\/blog\\\/2020\\\/11\\\/14\\\/dynamic-filter\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/wdp.g-integrator.com\\\/blog\\\/2020\\\/11\\\/14\\\/dynamic-filter\\\/\",\"url\":\"https:\\\/\\\/wdp.g-integrator.com\\\/blog\\\/2020\\\/11\\\/14\\\/dynamic-filter\\\/\",\"name\":\"Using dynamic filters to integrate Zoho CRM and Zoho Books (or any other product) - 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We are very proud to start our blog with a fascinating and useful feature. In this post, I will demonstrate how you can integrate your Zoho CRM with another system, using our G-Integrator for Zoho CRM. 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