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WES for Zoho CRM
Auto-fill fields in your CRM with information from different modules, roll up information, mix fields, and far more—all from a easy drag-and-drop editor! No customized code is required. Ever.
Enterprise wants
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Customers want to have the ability to replace fields from different fields, mix two fields right into a single one, and do that throughout present data, lookups, and associated lists.
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Customers additionally must “roll up” information to depend, sum, and common values in associated lists.
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Customized code is time-consuming and costly to supply, clarify necessities, and check.
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New or modified necessities means relearning outdated code or reengaging builders.
Answer
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WES (Workflow Enhancement Suite) is an easy drag-and-drop instrument that permits you to transfer information between Zoho CRM and different apps with out writing any customized code.
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WES helps information motion inside the identical module, to/from a lookup report, and even associated record data. It will probably additionally robotically replace contact addresses with account addresses and extra.
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WES additionally supplies the power to combination (sum, depend, most, and so forth.) information from associated record data to widespread lookups. An amazing instance is summing the Quantity subject for all Closed Gained offers underneath a single account.
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As your small business modifications, the drag-and-drop editor makes it simple to replace information on the fly.
Advantages
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Save time by automating repetitive duties like updating fields with the worth of one other subject.
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Keep away from time-consuming and dear back-and-forth with builders to carry out primary duties in your CRM.
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Permits agile improvement for brand new and modified concepts. Implement them in minutes as an alternative of weeks, and allow fast suggestions cycles.
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Benefit from the confidence of understanding that you simply and your workforce personal your sturdy Zoho CRM answer, versus being depending on code written by unknown third events.
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