Pre-fill from Zoho CRM Records

Pre-fill from Zoho CRM Records

Remove problems related to manual data input and guarantee the precision and responsibility of information. Seamlessly move data from your Zoho records to your documents using the Pre-fill from Zoho CRM Records Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Pre-fill from Zoho CRM Records does
The Bot transfers data from Zoho records to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from Zoho CRM Records
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from your Zoho records.
Export Custom Values to Pre-fill from Zoho CRM Records

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
First, connect to your Zoho account. Then, select the document you want to populate and connect the columns in your database table to the document fields.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.
Get your document pre-filled with data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from your Zoho records.
Pre-fill from Zoho CRM Records

Install the Pre-fill from Zoho CRM Records to automate your document workflows

Start for free

Speed up repetitive tasks with no code

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Employ Pre-fill from Zoho CRM Records Bot
Begin a new Flow and transfer samples or generate templates right in the system to activate the Bots option. Find and choose an appropriate Bot from the list.
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Set it up
Open up the Bot adjustment menu. Fill out all the required fields to customize general and advanced options. Consider indicating activation circumstances to avoid false activations (you can add a couple of circumstances).
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Figure out how it operates
Implement the workflow and explore the outcomes. Make sure the software robots are working appropriately. If something fails, check the Bots log to fix the errors and execute your Flow again.