Zoho Crm: How to convert a Lead into a Potential using Custom function
Lead To Potential Conversion
Objective is to convert Lead to Potential in Zoho CRM. Here our key module is Lead. A workflow must be created in order to convert a Lead to a Potential.
Login your account -> Setup -> Automation -> Workflow -> Create Rule
We should follow below steps for creating a Rule.
Step1:- Enter Basic Information
Module Field: We should choose Lead as an option here since we have to convert Lead to Potentials
Rule Name: User can type in any name of their choice
Status: Click “Is active” if you wish to activate the created rule
Description: Description of your choice.
Kindly refer to following visual.
|
Module Name |
Leads |
|
Rule Name |
leadtopotentialconversion |
|
Status |
Active |
|
Description |
leads to potential conversion based on field action |
Step 2:- Rule Trigger
Rule Trigger option deals with the execution of workflow on following conditions.
-
On Record action
-
A Date field value
On Record Action:- It has different options which are related to an action performed on the key module i.e. “Leads” in our case. Possible options are: execute the workflow when a new record is created, existing record is edited, record is deleted, field updated under LEADS Module. Below is the visual for the same
A Date field value:- This rule is triggered based on date field selected, which are present on the Lead form. Upon selecting a date field, it further provides options like date of execution, time of execution, execution cycle
choose condition in execute based on option
|
Execute to based on |
On Record action |
|
A Date field Value |
Step 3:-Rule Criteria
This step specifies that rule will be executed on the specified date and time for those Leads that match the following rule criteria.
It has three columns i.e. Field, condition, text box
Field: It contains all the fields of Lead module
Condition: It contains conditions like is, isn’t, contains, doesn’t contain, contains user
Text Box: Whatever selected from first two columns, appropriate results will be populated in to this column. If not selected automatically, can be entered manually as well.
Here is the visual.
|
Field Name |
Conditions |
Field Value |
Step 4:- Action
Action has different options under it. In our case we’ve used custom function to map Lead fields to Potential fields using Delgue Script.
Following actions can be performed
|
Send Alert |
Send Alert Message Through Email Template |
|
Assign Task |
Assign Task |
|
Update Field |
Action execute on particular fields are updated in corresponding module |
|
Call Custom Function |
We can call a custom function for a conversion and this function is written in Delgue Script |
Time Based Action
It is applicable for time based actions only. User can create their own time based action
How to write Custom Function For Leads To Potentials Conversion?
Please follow these steps for writing a custom function which can be used to convert Leads to Potential
Call custom function(0)->Write your own
Step 1:- Write Function Name and click on EDIT for entering argument. Take lead Id as an argument.
Step 2:- Convert Lead Id into String using toString() function
Step 3:-Use searchRecordsByPDC function for searching leads using Lead Id
Step 4:-Create a map function and store it in a state variable
Step 5:-Use “foreach element as element loop”
Step 6:-Use Put key in Maplist to map Potential Fields with Lead Fields. Put key is used inside the loop
Step 7:-Use zoho.crm.create function to create a potential
