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How to check the IBAN from a CRM or ERP?
To check IBAN from CRM the ERP we need Zoho Books or Zoho integration CRM with upproc.
With Zoho Books or Zoho CRM We will be able to obtain this help so as not to have any problem when filling in the bank details of our company.
Learn about Zoho integration CRM and Zoho Books with uProc
This integration will allow us check the range from CRM the ERP and it will help us to check if we have actually filled in the text field of a bank account and this integration will let you know if the iran number is correct or incorrect.
Given this, we must choose the Zoho tool that we want to integrate with uProc.
What does this Zoho integration with uProc offer us?
-With the “Validation” option:
We can check any field that we have entered in Zoho Books or Zoho CRM, for example check the veracity of the Iban.
-With the option of “Obtaining related data”
In the event that we have data in our CRM or Books, will give the associated data information of the company that we have indicated.
With this information offered by the zoho integration CRM and Books with Uproc we can validate a field or insert the added information in other fields.
Below you have an example of field sets that are being obtained for GCT based on CIF, company name or IBAN.
How to achieve this integration?
Achieve integrate Zoho with Uproc It's simple, both the data collection from Zoho, the query in uProc and the update in Zoho are done through Integromat scenarios.
So you don't have to worry about anything, en Millennials Consulting we are experts in Zoho and we carry out this integration by Zoho CRM and Zoho Books with Uproc quickly so that you can start to get the most out of these two applications.