Data Bind Fields between Modules in Zoho CRM
This automation allows you to sync fields between two separate modules using a data bind. Whenever edits are made on fields in one module, the corresp…
Tag: Improve Data Administration
Sync Territories for Related Modules in Zoho CRM
In Zoho CRM, ensure that all territories assigned in an Account gets assigned to all related Contacts by getting the territory IDs off the Account, th…