Zoho Sheet Magic Lookup Extension for Zoho CRM

Seamless update of Zoho CRM fields using data from Zoho Sheets

Built for: CRM Developed by: Smackcoders
  ( 0 )

The Magic Lookup extension integrates Zoho CRM and Zoho Sheet. Easily update corresponding module fields between the two. The user-friendly UI and intuitive configuration enhance data management and accuracy.

Key Features:

  • Effortless installation and setup: Install and set up the extension with a few clicks.
  • Personalized configuration settings: Define a custom workflow for your unique business needs by selecting relevant Zoho modules and fields. Configure or map Sheet headers to CRM fields to ensure accurate data updates.
  • Real-time updates: Whenever the workflow is triggered or its conditions are satisfied, the dynamic data sync automatically updates CRM fields based on changes in Sheet. Get field-specific updates for details like contact owner or email ID based on criteria like mailing state.
  • Encompassing audit logs: Monitor all workflow triggers and actions with activity tracking on a dedicated audit page. Manage success and failure statuses to identify and resolve workflow errors.

Tags

Deployment type Zoho platform
Published date Nov 28, 2024
Version 1.0
Latest Released date Dec 17, 2024
Category Productivity
Pricing Paid
Vendor Website

Compatible Editions

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

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