Hello,

 

I am starting to work with Zoho CRM and I have been doing some tests related to the Leads module, I have been trying that when a new Lead is created if in the Company field that it is mandatory to fill the company exist previously because we have sold it before another project or service, the information that I already have stored in the Accounts module for that client is automatically complemented in the Lead for example like tax identification number, business address, point of contact, and others.

 

I have seen in the forums that the best way to do this is to use a custom function in conjunction with a workflow rule to bring the fields that I need from Accounts to the Leads module. The difficulty I have had is that from what I have seen the way I have to do this is with the join between the Leads module and the Accounts module is through the Company Name field in Leads, but since this field is not an ID in Leads it does not work for me when I use for example the function

'resp_accounts = zoho.crm.getRecordById ("Accounts", input.Company.toLong ());'

Or when I use the

resp_accounts = zoho.crm.getRecords ("Accounts")

resp_accounts.indexOf ("ID_Tax")

To know the index where the tax identification number is located and then use it in the Leads form to complete it.

 

Can someone who has done this help me to see how it is best done?

 

Thank you