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Zoho CRM – Syncing Deal stage value to related Account and Contact

In this implementation, a workflow is triggered when a Deal Stage is updated. Once the workflow is triggered a Deluge function is used to write Deal Stage into the linked Account and Contact.  Then the Deal Stage value in Accounts allows for easy sorting based on engagement and customer status.  Lastly, the Deal Stage value in Contacts can be used to trigger drip emails via Campaigns to improve engagement during the sales process.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.