Deluge Functions

Deluge Functions

Hi All,

I am in the process of setting up Zoho CRM (Professional Subscription) for our organisation as a replacement for Microsoft CRM. We have a fairly limited usage of the CRM functions, essentially just recording and managing Quotes.

I am trying to pull basic information between modules, in this case from the Accounts module to the Quotes module. When a quote is created, I want to pull a value from a field in Accounts through into the Quote so I can filter the Quotes report on this value (It is the Customer Type in this example).

I cant see any way to either pull through a field based on the Account selected, or any of the basic Update Field actions within Quotes as they dont have access to the fields in Accounts.

I use Creator a fair bit and usually I would just write a workflow in Deluge to update the Customer Type field in Quotes. I cant see where I can do this in CRM, is this because of my subscription level (Which would be ridiculous considering the basic functions I am trying to implement) or am I missing some way to trigger Deluge actions.

Thanks in advance,


      Zoho SalesIQ Resources

            Zoho TeamInbox Resources

              Zoho DataPrep Resources

                  Zoho CRM Plus Resources

                    Zoho Books Resources

                      Zoho Subscriptions Resources

                        Zoho Desk Resources

                          Zoho Projects Resources

                            Zoho Sprints Resources

                              Qntrl Resources

                                Zoho Creator Resources

                                  Zoho WorkDrive Resources

                                      Zoho Campaigns Resources

                                        Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now

                                                      Zoho Show Resources

                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.