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 “Modules and Fields” under the Customization menu.
On this new page, drag and drop a checkbox field and label it “Trigger Workflow”:
After this, hit “Save and Close” on the top right side of the screen.
After the checkbox is created, go back to the Zoho CRM Settings page.
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.
In the workflow editor, define the “When” as when the Trigger Workflow checkbox is Selected.
If you only want to move the data for specific records, you can use the conditions to enable this. Otherwise, just select “All”.
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/
Back in your module, select all the records that require the data movement.
Once selected, choose the Mass Update option from list view menu:
From there, select the “Trigger Workflow” field and check the box. For each record, the WES flow will run and transfer all the data!
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