Deal Autonaming for Zoho CRM

Automatically generate consistent, dynamic Deal Names based on the fields you choose — eliminating manual naming errors across your pipeline.

Install from Zoho Marketplace

WHAT IT DOES

Deal Autonaming eliminates inconsistent deal naming by automatically generating Deal Names from the fields you configure. Select up to three fields, arrange the order, and every Deal created or edited will follow the same naming format automatically — keeping your pipeline clean, searchable, and easy to report on.

HOW IT WORKS

Choose Fields

Select up to three Deal fields to include in the generated name (e.g., Contact, Amount, Stage)

Set the Order

Drag and drop to arrange fields in the order that works for your team

Preview the Name

See a live preview of how Deal Names will look before saving

Automatic Naming

Every new or edited Deal is named automatically — no manual entry required

COMING SOON