WES for Zoho CRM

Autofill fields in Zoho CRM or related modules, aggregate data, and much more. No custom code needed!

Product: CRM Developed by: BluRoot, Inc.
100+ Installs

With the Workflow Enhancement Suite (WES), autofill fields in Zoho CRM using a simple drag-and-drop interface in the workflow editor—no custom code needed!
WES supports data within the same Zoho CRM module or from a lookup record, and even updates related list records. Ever wanted to update a contact address with the account address? WES can do this automatically!
As a bonus, WES now provides the ability to aggregate (sum, count, maximum, etc.) data from related list records to a common lookup. A great example is that it can sum Zoho CRM's Amount for Closed Won field for all deals under a single account.
As your business needs change, the drag-and-drop editor makes it easy to update on the fly.

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    Published date May 10, 2022
    Latest Released date May 9, 2022
    Category IT and Administration
    Pricing Paid
    Platform Sigma

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