Aspen94 Zoho CRM Extension | Parent-Child Sync | Setup Guide

Aspen94 Zoho CRM Extension | Parent-Child Sync | Setup Guide

What This Extension Does

The Parent-Child Sync extension keeps your Contacts automatically in sync with their parent Account. You define which Account fields should map to which Contact fields — the extension handles the rest using Zoho CRM workflow automation.

  • Push on Account update — mapped field values are pushed to all related Contacts
  • Pull on Contact create/edit — latest values are pulled from the parent Account
  • Toggle workflows — enable or disable individual sync workflows from settings
  • Secure storage — field mappings saved as an org-level variable in Zoho CRM

⚠ No coding experience needed — just follow the steps.

Step 1: Install the Extension

Use the installation link provided by your Aspen94 consultant, or locate Aspen94 – Parent-Child Automation in the Zoho Marketplace.

Step 2: Open the Extension Settings

  • In Zoho CRM, click the Marketplace icon in the top navigation bar
  • Click on the Installed tab
  • Find Aspen94 – Parent-Child Automation and click Settings

The settings page displays three sections:

  • Synchronization Workflows — lists sync workflows with toggle switches
  • Behavior — describes the sync direction
  • Field Mapping — where you define which fields to sync

Step 3: Review Synchronization Workflows

Use the toggle switch next to each workflow to turn it on or off. Changes are applied immediately — no save needed.

ℹ If the workflow table shows "No workflows found", make sure the ASPEN94_SYNC_ workflow rules exist in your CRM.

Step 4: Understand the Sync Behavior

TriggerWhat Happens
Account is updatedMapped values pushed from Account to all linked Contacts
Contact is created or editedMapped values pulled from the parent Account into the Contact

⚠ Sync only applies to Contacts linked to an Account. Contacts without a parent Account will not be affected.

Step 5: Configure Field Mappings

Adding a Mapping

  • Scroll down to the Field Mapping section
  • Click + Add Mapping
  • Blue dropdown (left) — select the Account field to sync from
  • Green dropdown (right) — select the Contact field to sync into

Supported Field Types

Text, Phone, Email, Integer, Double (decimal), Picklist

Field Type Validation

Mismatched fields are highlighted in red — fix before saving.

Mapping ExampleResult
Account: Industry (Text) → Contact: Department (Text)Valid
Account: Phone (Phone) → Contact: Mobile (Phone)Valid
Account: Annual Revenue (Double) → Contact: Department (Text)Invalid — type mismatch

Step 6: Save Your Mappings

  • Review your field mappings — ensure no red (invalid) rows
  • Click Save Mappings
  • Once saved, confirmation appears and you are redirected to CRM Home

Important Notes

  • Sync only runs on the standard Contacts layout
  • Existing Contacts update the next time they are edited
  • If a mapped Account field is empty, the Contact field will not be overwritten
  • Workflow toggles take effect immediately
  • Saving new mappings will overwrite the previous configuration

Best Practices

  • Only map fields that are consistently filled in on Accounts
  • Use matching field types to prevent validation errors
  • Test on a single Account record before rolling out broadly
  • Disable workflows temporarily during data imports

Need help?

Toll Free: 866.880.4228 | Local: 734.455.7188
Email: zoho.support@aspen94.com | Web: aspen94.com

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