Connected Record and Workflow in Zoho CRM
What are
Connected Records make it easy to connect records between different modules (both organizational modules and team modules), overcoming the rigidity of traditional lookups.
How they are created
Two modes of creation:
- Manual: If you have a record in one module (e.g., Deal), you can manually create a link to another module (e.g., Product Demo) via the "Connected Records" section.
- Automatic (via Workflow Rule): by defining a workflow rule, you can automatically generate a connected record when a condition occurs (e.g., Deal becomes "Closed Won").
Benefits
- Smooth Internal Coordination: Eliminates email and chat for transitions between forms/teams, everything happens directly within CRM.
- Facilitated access to data: information is immediately visible without having to jump between modules.
- Shared context between teams, improving customer situational awareness.
- Data consistency: changes in one record can propagate to related modules, maintaining consistency.
Greater flexibility than lookups : you can link modules dynamically, not just those planned in setup.
