Sync fields from Account to Contact (Zoho CRM)

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.

To update each Contact field whenever the field from the Account is updated, any modification to the parent account fields should be the trigger. We’ll use as an example when an address is updated in the account, it automatically updates the contact’s address.

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/

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

Select the related list from the drop-down menu. We’ll use “Clients” in this case.

Select the field from the Account module on the left, then define the mapping on the right.

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.

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!