sync_contacts_to_customers
Sync CRM contacts to Books customers, creating or updating customer records in Zoho Books. Use after CRM data updates to keep customer data consistent.
Instructions
Sync CRM contacts to Books customers (CRM → Books direction). Creates or updates customer records in Books based on contact data from CRM.
Workflow: Typically run after CRM data updates. Follow with books_get_customers to verify sync results
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"source_module": "<source_module>",
"target_module": "<target_module>"
},
"name": "sync_contacts_to_customers"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| filters | No | Filter and pagination options for sync | |
| source_module | Yes | Source module: contacts (CRM) | |
| target_module | Yes | Target module: customers (Books) |