Source evidence

Account Number

WP Gravity Forms Zoho CRM and Bigin · support · 2022-05-19T20:07:00+00:00

WP Gravity Forms Zoho CRM and Bigin plugin evidence original source source API

mixedsentiment

mediumseverity

0.78relevance

4replies

Evidence onlycommercial context

Proof Health

Open evidence

Commercial opportunities need traceable source links before they are treated as build-worthy.

1 / 1 rows with source links

100.0% of this page's analysis has direct source links.

0 build-decision rows missing links

0 rows here require auditable proof before promotion.

0 rows with no attached evidence

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Conversation

support

pfernald resolved

Got connection working and can map Account Name but assumes exact match which may or may not be the case and would rather use Account Number which is a unique field in Zoho CRM. Noticed that long integer field type or single line character field named Account Number or Account Number Test, respectively do not show up in mapping with Gravity interface to Zoho CRM. How do I get this to work? Rest looks okay in terms of other fields. Client purchased your plug-in and I am the Zoho partner helping them to set this up. Thanks. When I import records into Zoho Accounts I can use a unique field like Account Number and Zoho then knows to relate to the associated Account Name … Hey @pfernald , Not sure we understand the issue exactly, feel free to open a ticket at crmperks.com and our team will be more than happy to help, Thank You – Sam Sam, I filled out form and waiting for follow-up as need log-in to file a ticket. Please provide direct email so I can correspond that way. Thanks, Pete. Feel free to email me direct at samer at crmperks

Evidence Context

Evidence only

Evidence only

This row is useful source evidence, but it has not been promoted into a build-worthy commercial opportunity.

Analysis

heuristic-v1

Summary: Account Number: users show bugs, support, migration pain that may indicate a product gap.

Evidence quote: Client purchased your plug-in and I am the Zoho partner helping them to set this up.

Affected feature: email

bugs support migration value

Plugin

API

WP Gravity Forms Zoho CRM and Bigin

400 active installs · 18.9K downloads · rating 100.0

zoho zoho extension zoho gravity forms zoho leads zoho plugin

Comments

4 shown

pfernald 2022-05-19T20:15:00+00:00

When I import records into Zoho Accounts I can use a unique field like Account Number and Zoho then knows to relate to the associated Account Name …

sbazzi 2022-05-20T09:14:00+00:00

Hey @pfernald , Not sure we understand the issue exactly, feel free to open a ticket at crmperks.com and our team will be more than happy to help, Thank You – Sam

pfernald 2022-05-23T16:47:00+00:00

Sam, I filled out form and waiting for follow-up as need log-in to file a ticket. Please provide direct email so I can correspond that way. Thanks, Pete.

sbazzi 2022-05-23T17:30:00+00:00

Feel free to email me direct at samer at crmperks