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
| Trigger | What Happens |
|---|
| Account is updated | Mapped values pushed from Account to all linked Contacts |
| Contact is created or edited | Mapped 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.
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 Example | Result |
|---|
| 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