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.
1.8k+ 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.

Key Features:

    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

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