WES

Auto-fill lookup fields from current module (Zoho CRM)

STEP 01

Create a new workflow

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”.

Step by step guide

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.

STEP 02

Configure the new workflow based on when you need the data to auto-fill

The workflow editor is the starting point to create the WES flow. Like other automations, use the trigger and the condition to define exactly how and when you’d like your data to auto-fill.

For example, when a Deal is closed, automatically copy the Closing Date on the Deal to the “Go-Live” Date on the Contact.

STEP 03

Select the "Advanced Field Update" under Custom Actions

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/

STEP 04

Select the "Update a Lookup Record" flow and define the data mapping

The “Advanced Field Update” Custom Action gives the option for 4 different data flows. Select the “Update a Lookup Record” data flow.

Select the field to be updated on the left, then define the mapping on the right.

STEP 05

Save the workflow and see it in-action!

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.

STEP 06

Get the help you need

You can get the Advanced Field Update Custom Action by downloading the WES extension:

Download WES

If you have any questions at all, please do not hesitate to reach out to our support team at support@bluroot.ca.

If you’re looking for the other direction (Lookup-to-Current), check out this guide.

Happy WES-ing!

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