The Early Access Program is now closed for new requests. Thank you for all the valuable feedback and participation. Stay tuned for updates about the next phase. For any questions, feel free to reach out to pilot@zohocrm.com.

General Questions   

What are Connected Records in Zoho CRM?

1. Gain deeper insights into related data and customer interactions
   
2. Streamline workflows by reducing manual data navigation
   
3. Enhance collaboration across teams by making relevant records easily accessible
   

How do Connected Records improve CRM data management?   

1. Provide a centralized view of linked records
   
2. Improve collaboration between departments using different modules
   
3. Automate connections through workflow rules, reducing manual effort
   

What is the difference between a Lookup Field and a Connected Record?

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Is connected records available for all CRM accounts? 

Are there any limitations to the number of connected records that can be created? 

Technical Questions

 How can I manually create a Connected Record?   

 To add from Org Module: 

1. Navigate to the org module from where you need to create connected records.

2. Select the record from the module for which you want to create connected records.

3. Scroll down to the connected records section and click Add New
   
   

4. Select the team module and create a request.
   
   

5. This record created in the team module will automatically be connected to the record in the org module.
   
   

 To add from other team modules:

1. Navigate to the team module from where you need to create connected records.

2. Select the record from the team module for which you want to create connected records.

3. Scroll down to the connected records section and click Add New.
   
   

4. Select the team module and create a request.
   
   

5. This record created in the team module will automatically be connected to the record in the team module.
    

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Can Connected Records be created automatically using Workflow Rules?

1. Navigate to: Setup > Automation > Workflow Rules.
   
2. Click Create Rule and select the module.
   
   
3. Set the Trigger Condition (e.g., Reason for loss is...).
   
4. Choose the Instant Action → Create Connected Records.
   
5. Select the Target Module, Layout, and Owner, then click Save.
   
   

1. Manually update linked records
   
2. Use workflow rules to update fields within the original modules
   

Can I filter or search for records based on Connected Records?

1. Reports can be created to analyze data across connected records.
   
2. Custom searches can be performed using module-specific filters.
   

Can I delete a Connected Record?

1. Deleting a Connected Record only removes the link between the two records.

2. The original records remain intact in their respective modules.

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Who can create connected records in my CRM account?

What modules can be connected with this feature?

Application-Based Questions

How can Connected Records help in the SaaS industry?   

1. A Connected Record links the Renewals module (team module) to the Invoices module (organization module).
   
2. The specialist can view all past invoices directly from the Renewals module.
   
3. This eliminates the need to search for invoices manually.

1. The Department module (team module) is connected to the Contacts module (org module).
   
2. The pharmacist can see previous prescriptions and issue medication accordingly.
   

How can Connected Records improve the insurance claims process?   

1. They connect the Claims module (team module) with the Documents module (org module).
   
2. This allows them to quickly check policy terms and validate applicant details before approval.