Get Started with WES for Zoho CRM | Learn how WES is helping Zoho CRM users!
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.
Download WES now ➡️ https://marketplace.zoho.com/app/crm/...
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