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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.
Business needs
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Moving data between different parts of a platform can be a tedious and time-consuming process.
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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.
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Users also need to “roll up” data to count, sum, and average values in related lists.
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Custom code is time-consuming and expensive to source, explain requirements, and test.
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New or modified requirements means relearning old code or reengaging developers.
Solution
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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.
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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.
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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.
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As your business changes, the drag-and-drop editor makes it easy to update data on the fly.
Benefits
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Save time by automating repetitive tasks like updating fields with the value of another field.
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Avoid time-consuming and costly back-and-forth with developers to perform basic tasks in your CRM.
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Allows agile development for new and modified ideas. Implement them in minutes instead of weeks, and enable quick feedback cycles.
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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.