Field Update from Related Module in Zoho CRM

The WES Advanced Field Update lets you update a Lookup record based on data in the current record. This has a ton of applications, but ultimately it reduces the double-entry of data and improves your data integrity.

Here are some examples:
- When a Deal is closed, automatically copy the Closing Date on the Deal to the "Go-Live" Date on the Contact. This is great for product software sales
- When creating a new Contact, update the Account Owner as the owner of the Contact
- And much more!

_________________

0:00 - What is the use case
0:25 - How to build the workflow with Advanced Field Update
2:48 - See the automation in real-time
4:06 - Get Started
_______________________________________________________________________
Move Data in your Zoho CRM

Texting for Zoho CRM

Mortgage CRM

Want to support Bluroot? Tag us as your Zoho Partner: