App Spotlight: WES for Zoho CRM

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WES for Zoho CRM

Auto-fill fields in your CRM with data from other modules, roll up data, combine fields, and much more—all from a simple drag-and-drop editor! No custom code is needed. Ever.

 Get WES for Zoho CRM

Business needs

  • Moving data between different parts of a platform can be a tedious and time-consuming process.

  • Users need to be able to update fields from other fields, combine two fields into a single one, and do this across current records, lookups, and related lists.

  • Users also need to “roll up” data to count, sum, and average values in related lists.

  • Custom code is time-consuming and expensive to source, explain requirements, and test.

  • New or modified requirements means relearning old code or reengaging developers.

Solution

  • WES (Workflow Enhancement Suite) is a simple drag-and-drop tool that lets you move data between Zoho CRM and other apps without writing any custom code.

  • WES supports data movement within the same module, to/from a lookup record, and even related list records. It can also automatically update contact addresses with account addresses and more.

  • WES also provides the ability to aggregate (sum, count, maximum, etc.) data from related list records to common lookups. A great example is summing the Amount field for all Closed Won deals under a single account.

  • As your business changes, the drag-and-drop editor makes it easy to update data on the fly.

Benefits

  • Save time by automating repetitive tasks like updating fields with the value of another field.

  • Avoid time-consuming and costly back-and-forth with developers to perform basic tasks in your CRM.

  • Allows agile development for new and modified ideas. Implement them in minutes instead of weeks, and enable quick feedback cycles.

  • Enjoy the confidence of knowing that you and your team own your robust Zoho CRM solution, as opposed to being dependent on code written by unknown third parties.

Get WES for Zoho CRM

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