Shows off Lead conversion via API in Zoho CRM — what parameters need to be passed, and how to update the resultant records.
zoho.crm.convertLead() is a built-in Deluge function — I honestly forget why it didn’t work in this scenario, I’m sure someone smarter could have gotten it to work! If you have the wherewithal to try, by all means.
The Convert Map also contains information on the converted Deal. This can be a bit confusing — most data will pass from the Lead to the resultant records automatically, based on the info in the “Lead Conversion Mapping” settings. However, some information on the Deal (Stage, Amount, Closing Date, Pipeline, off the top of my head) needs to be stipulated WITHIN the Conversion action, i.e. they can’t be set within Lead Conversion Mapping.
Click here to copy these scripts. For more Zoho-wizardry, check out our GitHub page.
When scripting, ask yourself this question – will this value ever be null? If it’s a yes, that’s a place for a null check! Here are 3 tips and best practices to help you kickstart the habit.
Learn to create a customized inventory report with Zoho Analytics. This tutorial contains a link to our GitHub page for SQL code that will help with your table creations.
How nice would it be if you could, at the press of a button, send clients an email w/a Zoho Books invoice? Replete with “Pay Now” buttons that link to PayPal/Stripe/other payment gateways?
Whether you work primarily out of CRM or the Zoho Finance Suite, you can use Analytics to build commissions dashboards. This involves some fairly simple SQL code.
If you are an inventory manager, this blog post could change your life. If you are not, it will at least teach you how to build some wicked inventory tracking for your business.
Convert fields, related activities, attachments, notes and more from one record to another across modules via custom function.
