To get started, first, you’ll need to access your Zoho CRM settings.
In a new tab or window, log in to your Zoho CRM account and click on the gear icon at the top right corner of the page, beside your profile picture.
From the menu, click on “Workflow Rules”.
On this new page, click “Create Rule”
Fill in the prompt box with the module you want to use, a name for your workflow (we recommend using descriptive names), and a description.
The workflow editor is the starting point to create the WES flow.
In this example, we’ll be getting the Client’s and Account’s data into the Deal related to that client/account, every time the selectes fields is modified.
Once the trigger and the condition are defined, the final step is defining the action.
The “Advanced Field Update” action is under the Custom Action menu. This is available for both Instant Actions and Scheduled Actions.
Note: If the Advanced Field Update is not available, you’ll need to download the WES extension: https://bluroot.ca/wes/
Describe the mapping using the Custom Action name. This will be useful when making edits in the future. Click save on the workflow editor.
We recommend triggering the workflow to ensure that the data mapping occurred as expected.
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