WES for Zoho CRM

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

Built for: CRM Developed by: BluRoot, Inc.
2.1k+ Installs
  ( 62 )

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.

Key Features:

  • Autofill fields in the current record based on data in a lookup. For example, automatically complete a new contact’s address based on the account’s address in Zoho CRM.
  • Roll up data in a related list and summarize it on the parent record. For example, sum the Amount for each Closed Won deal under an account.
  • Update one field based on the value of another field. For example, take the amount on a deal and put it in a custom “Invoice Amount” field automatically.
  • Combine two fields into a single field in Zoho CRM modules. For example, create a dedicated Full Name field and combine the first name and last name.

Tags

Deployment type Zoho platform
Published date May 10, 2022
Version 3.0
Latest Released date Sep 30, 2022
Category Marketing
Pricing Paid
Vendor Website

Compatible Editions

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

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