I have tried creating a piece a code in which i need to send the lead count to the respective owners for the leads that are created today at the EOD. I am not able to retrieve all the leads as it is just showing one lead for each user even if there are multiple leads, also i am unable to get the name and the email of the user from the "owner_record" in the code.
Please find the below code:
// Fetch today's date
today_date = zoho.currentdate.toString("yyyy-MM-dd");
// Fetch leads created today
leads_today = zoho.crm.getRecords("Leads",1,200,{"cvid":"580911000000444846"});
// Initialize a map to store leads by owner
lead_owner_map = map();
// Group leads by owner
for each lead in leads_today
{
lead_owner_id = lead.get("Owner").get("id");
lead_owner_name = lead.get("Owner").get("name");
lead_info = "Lead Name: " + lead.get("Last_Name") + "\nEmail: " + lead.get("Email") + "\nPhone: " + lead.get("Phone") + "\n";
// Check if lead_owner_id already exists in lead_owner_map
if(lead_owner_map.containsKey(lead_owner_id))
{
// If yes, retrieve the list of leads for the owner and add the new lead_info
lead_list = lead_owner_map.get(lead_owner_id);
lead_list.add(lead_info);
lead_owner_map.put(lead_owner_id, lead_list); // Update the map with the modified list
}
else
{
// If no, create a new list with the current lead_info and put it in the map
new_lead_list = list();
new_lead_list.add(lead_info);
lead_owner_map.put(lead_owner_id, new_lead_list); // Add the new list to the map
info lead_owner_map;
}
}
for each owner_id in lead_owner_map
{
leads_list = lead_owner_map.getKey(owner_id);
info leads_list;
// Count number of leads for the owner
lead_count = leads_list.size();
//info lead_count;
owner_record = zoho.crm.getRecordById("users",leads_list.toString());
//info owner_record;
owner_name = owner_record.get("full_name");
//info owner_name;
owner_email = owner_record.get("Email");
// Construct email subject and body
email_subject = "Leads Created Today (" + today_date + ")";
email_body = "Dear " + owner_name + ",\n\n";
email_body += "You have " + lead_count + " leads created today.\n\n";
//email_body += "Here are the leads:\n\n";
}
// Append lead details to email body
// Send email to owner
/* sendmail
[
from : zoho.adminuserid
to : ""
subject : email_subject
message : email_body
];
}*/
Can someone help me with this.