Calling up data from Contact Module when populating a Lead
Hi all,
Am continuing my crash course in all things Zoho CRM. Am getting my head around Zapier and creating a new Lead with incoming data. One thing I've noticed - thereafter - is that I will need to call up data held in the Contact Module when populating the a record in the Lead Module. This will effectivelly link 3 related fields in the Lead record:
Regional Hub > Name of Law Firm > Law firm email
In essence, the selection of a particular hub (location) will call up the relevant law firms - and on selection - will also also populate the email field.
Is it possible to do this without some heavy weight coding?
Thanks as ever,
Marc