Automate populating fields from Account to Deals & update the Account based on Deal data
Hi All,
We're new to Zoho. We have about 160 different fields in Account module. We want to achieve two things:
1. When a new deal is created and an account is selected, auto-populate all fields in the new deal from the relevant Account.
2. When a change is made in any of the fields in the new deal, auto-update this field in the corresponding Account.
How do we set up such automation?
Thank you!
We're new to Zoho. We have about 160 different fields in Account module. We want to achieve two things:
1. When a new deal is created and an account is selected, auto-populate all fields in the new deal from the relevant Account.
2. When a change is made in any of the fields in the new deal, auto-update this field in the corresponding Account.
How do we set up such automation?
Thank you!
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