Lookup fields allow users to create relationships between different modules and enable users to display related lists of a record. You can use a lookup field to associate two different modules in Freshworks CRM or pull up a list of records in another module.
Freshworks CRM contains a set of default lookup fields such as:
Account Name on Deal
Account Name on Contact
Parent Account on Account
Owner field in each module
However, you can also create and use custom lookup fields.
- Lookup field is available only for Pro and Enterprise plan users.
- Pro plan users can create 10 lookup fields; Enterprise plan users can create 50 lookup fields
For example, if you want to make a Contact the ‘Primary Decision Maker’ for a Deal, you can add Deal as a lookup field in the Contacts module.
Here’s how you can set it up:
Go to Admin Settings> Contacts module. In Contacts, click to create a custom field. Select Lookup and click the button. This opens an ‘Add Field’ overlay that allows you to add a custom field.
Give your field a label ‘Primary Decision Maker’ and click on the field type dropdown. Choose ‘lookup’ from this list.
Associate the lookup field with the relevant record by choosing from the ‘Related to’ dropdown. In this case, you can opt ‘Deal’ to display all Deals. After choosing ’Deal’, click .
How to show related records from lookup fields on the details page?
Lookup fields allow users to create relationships between different modules. Creating a relationship between two modules enables users to display related records on the details page of a record.
Lookup fields can be used across Freshworks CRM much like any other field. Some of the common scenarios where it can be used:
As related lists on record details page
Filters in list view
In bulk updates
In column customization
In workflow actions
Filters in workflows
In email placeholders
Filters in Sales sequences
In the case of our example, we have created a contact field lookup ‘Primary Decision Maker’ on a Deal. So let us see how we can bring data from this record into a deal.
Displaying a related module (Access only to Admins)
To display a related module on the details page,
Open a record. This can be a Contact/Account/Deal.
icon. This opens the MANAGE RELATED MODULES overlay.
Choose the modules that you would like to be displayed by clicking the checkbox. Additionally, you can also perform the following actions in the overlay:
- Reorder: Click the
- icon to drag and reorder the field. Rename: Click the
icon to rename the display name of the module to a relevant name. Note: Only Lookup fields that are related to the module will be visible on the overlay.
Click . This brings up the related module into the details page.