Cross Module Updater for Zoho CRM

Keep your Zoho CRM data updates across modules.

Built for: CRM Developed by: MOBIX
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This extension creates a field called "Account Type" in the Contacts module. Every time an "Account Type" under Accounts get updated, the extension updates the field "Account Type" in all the contacts related to that account. This extension also works when a new contact is created and associated with an account, and when a contact is edited and associated with an account.

Key Features:

  • Save time by updating data in the related contacts automatically
  • Define the Account Type automatically when creating a contact linked to an account.
  • Filter contacts by Account Type

Tags

RESOURCES

Admin Guide
Deployment type Zoho platform
Published date Nov 4, 2019
Version 2.0
Category Productivity
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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