Connecting two modules - phone number
Hi,
I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match.
Here’s what I’m trying to achieve:
- When a new Lead is created or updated, it should automatically find any records in Customer_Records that have the same phone number and link them through the lookup field Lead (on the Customer_Records module).
- Likewise, when a new Customer_Records record is created or updated, it should check the Leads module for a matching phone number and populate the Lead lookup field accordingly.
Field details:
- Custom module: Customer_Records
- Lookup field: Lead (points to Leads module)
- Custom module phone field: Phone_1
- Lead phone fields: Phone, Mobile
The goal is to ensure both modules automatically connect whenever the phone numbers match — even when the format differs (for example, +1 416-555-1234, (416) 555-1234, or 4165551234).
Could you please guide me on the best approach to set this up including how to structure the workflows or Deluge functions, and any limitations or best practices when comparing phone fields?
Thank you for your help and guidance.
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