Syncing CRM Lead Converted to Contact
Hi Zoho,
We are using Zoho Desk and syncing it with the Leads, Contacts, and Accounts modules in Zoho CRM. For the most part, this integration works great. However, we are finding a limitation when a CRM lead is converted to a contact.
While Zoho CRM is fully up-to-date, the Contact record in Desk is not updated. The 'zohoCRMContact' map in the Desk Contact record still holds the Lead ID from CRM ('type' field value is also 'leads'), even though the lead was converted to a Contact (and so should have a CRM Contact ID and show a value of 'contacts' in the 'type' field of the Desk Contact record).
It seems like the rest of the information in the Desk Contact record is updated via sync with CRM because the sync key is email and secondary email. How can we get Desk to update the zohoCRMContact map (both id and type fields) after a CRM lead that was previously synced is converted to a Contact?
I need this for deluge functions in Desk that are trying to look up CRM information but run into an error: "This action cannot be performed. The record you are trying to access has been deleted. To restore access, remove the record from the Recycle Bin." I believe this error is because it is trying to fetch the lead based on the out-of-date Desk info.