How can I connect two modules in CommandCenter | CRM FAQs

How can I connect two modules in CommandCenter?

It is only possible to connect between modules if the states are defined in two different modules, for example, state 1 is in the Leads module and state 2 is in the Contacts module.

By connecting between modules, you can trace where a particular record came from and identify the action that propelled the record to the next state.

There are two ways to connect:
  • Reference: The path generated by the system shows the connection between the modules, transition, and the trigger.

  • Lookup field: A contact lookup in the Leads module.


    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW


                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now











                                                          • Related Articles

                                                          • Is CommandCenter a replacement for blueprint?

                                                            No, CommandCenter is not a replacement for blueprint as the features address different problems. Blueprint allows you to mandate certain guidelines for different business activities. For example, the lead qualification process requires a follow-up ...
                                                          • Building Journeys Through CommandCenter

                                                            What is CommandCenter? CommandCenter allows you to build online replicas of your business processes using multiple modules. It is ideal for organizations that have several departments, services, or third-party applications participating in the ...
                                                          • Can different modules be used to build a journey in CommandCenter?

                                                            Yes, you can link multiple modules by selecting the required module at each state. For example, you can build a journey for a lead through to completion of the deal transaction by linking the following modules:Lead > Contact > Deal > Quote > Invoice ...
                                                          • Difference between CommandCenter, Blueprint, Orchestly, and Zoho Flow

                                                            This document will explain the difference between different Zoho applications that are used to build and manage business processes. Comparison metric CommandCenter Blueprint Orchestly Flow What does it let you do? Build a journey in CRM to get an ...
                                                          • What are logs used for in the CommandCenter?

                                                            Logs can be used to keep records of important details. They can also be used to trace the path of the record in a transition. You can type the required details into the log text box or use the # symbol to see the complete path. For example, the ...

                                                          Resources

                                                          Videos

                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                          eBooks

                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                          Webinars

                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.



                                                            Zoho Show Resources