Workflow Studio for Zoho CRM

Update and sum up fields of the same and across modules with a streamlined workflow.

Built for: CRM Developed by: Smackcoders
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The Advanced Workflow Studio is designed to streamline your workflow processes in Zoho CRM. By setting up specific conditions to trigger actions, you can automate updates to lookup fields or aggregate values across various modules, saving time and reducing repetitive tasks. You can easily update the fields of the same module or other modules effortlessly with your workflow. You can also effectively sum up the integer value of any field, like the grand total of the invoice, and update the result in any desired fields of the same module or other module. This suite ensures your workflows are more efficient and effective.

Key Features:

  • Instant field updates: Avoid manual intervention and enhance the data accuracy with instant field updates in Zoho CRM based on the lookup field in Zoho Sheet. Enjoy easy configuration of workflow actions.
  • Sum up integer values: Exclusively sum up the selected integer field and updates the result in your desired field. Helps to track the overall financial performance in a specified module or field.
  • User-friendly UI and cross-module update: Flexible to configure workflow rules and field update settings with a user-friendly UI. Effortless update and sum up of fields of the same module or other modules to enhance the overall efficiency in optimizing the workflow.
  • Comprehensive audit logs: Track changes and monitor all your workflow updates with detailed audit logs. Flexibility to filter and search for updated records gives clear visibility into the success or failure of each workflow action.

Tags

Deployment type Zoho platform
Published date Jul 14, 2024
Version 1.0
Category Marketing
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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