integrations

How do I make a contact from Zoho CRM as the primary contact for a customer in Zoho Subscriptions?

To make a contact from Zoho CRM as the primary contact for the customer in Zoho Subscriptions, you will have to do some work from your end.

Add Field Is Primary Contact

Once the Sync has been finished, the customer will have the contact person(which you have chosen as primary in Zoho CRM) as the primary one and you will be able to create subscriptions for them.

Note: Make sure you have marked Is Primary Contact field for all the contacts which you need to be the primary contact person for the respective accounts. Once you have marked the option, then change the mapping in Zoho Subscriptions and Sync. This will reflect the changes in one Sync.

Make Contact from ZCRM as Primary

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