simPRO - Zoho CRM Integration - SyncEzy Portal User Guide - Get Customer Groups
Integration Portal User Guide
simPRO - Zoho CRM Integration - Get Customer Groups
The third function in the SyncEzy simPRO - Zoho CRM Integration Portal is the Get Customer Groups button.
This function retrieves the list of customer groups from simPRO and sends it to Zoho CMR.
We automatically get all new customer groups every night so you only need to run this function if you have recently added a new Customer Group in simPRO and need to immediately transfer it to the Zoho CRM.