WES

Update a field with the value of another field (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 workflow to trigger when the origin field is modified

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.

In this case, we suggest the trigger to be when the origin field is modified.

As a bonus, you can also do this on Create to cover all use cases.

STEP 03

Select the "Advanced Field Update" under Custom Actions

Once the trigger and the condition are defined, the next 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 "Field Update" flow and use merge tags to auto-fill data

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

Select the field on the left as the destination field. On the right, define what is inputted to this field. By using merge tags, you can pull in data from any other field on the record.

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.

Happy WES-ing!

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