Update Zoho CRM Records

Update Zoho CRM Records

Maintain your information current and precise without the need for manual data input or programming. Utilize the Update Zoho CRM Records Bot to automatically implement modifications to the records in your Zoho account according to the details added to a document.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Update Zoho CRM Records does
The Bot populates fields of your Zoho records with data from the specified document fields based on the ‘if-this-then-that’ conditions you set.
When to use the Update Zoho CRM Records
Install and configure the Bot when you need to automatically update customer information, contact info, or product descriptions in your system of record based on the information from the contact form, sales order, refund form, etc.
Export Custom Values to Update Zoho CRM Records

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

Configure Bot settings
First, connect to your Zoho account. Once connected, select the entity along with the record that needs to be updated. Add search conditions to find the starting record. Then, specify what information from the document will be used to update this record.
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 fields in the order form and tell the Bot to export data to the record when these fields have been filled out.
Get your record updated in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the record of your choice will be updated with data added to the document.
Update Zoho CRM Records

Install the Update Zoho CRM Records to automate your document workflows

Start for free

Speed up repetitious activities with no code

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Use Update Zoho CRM Records Bot
Start creating a new Flow and import samples or create templates right on the platform to activate the Bots option. Find and choose a needed Bot from the list.
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Configure it
Open up the Bot setup menu. Fill out all the required fields to modify general and advanced settings. Consider determining activation circumstances to protect yourself from false activations (you can add several circumstances).
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Investigate how it works
Execute the workflow and discover the results. Ensure the software robots work correctly. If something goes wrong, look into the Bots log to fix the errors and run your Flow once more.