Скачать или смотреть 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/...