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In Zoho CRM, you'll often need to populate a field on the current record based on data in a lookup. Until now, the only way to do this is manual copy-paste, or by hiring a developer to write custom code. That is where the WES Advanced Field Update comes in.

In this video, we'll show you how to automatically get data from a lookup and use it to populate the current record using the WES Advanced Field Update.

Here are some examples:
-When creating a Deal, update the Deal Name based on the Account or Client's name
-When creating a Contact, update the address based on the Account's address
-And much more!

To see the reverse (i.e. update a lookup based on the current record), check out this video:    • Field Update from Related Module in Z...  
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Jump to:
0:00 - What is the use case
1:30 - Build the workflow with Advanced Field Update
3:00 - See the automation in real-time
4:57 - Get Started
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