Function-22: Automatically update field details from Contacts in Deals right at the creation stage
Welcome back, everyone!
Last week, we learned how to update all member accounts simultaneously when the parent account is updated. This week, let's look at a custom function that helps you update the relevant details from contact records in deal records at the click of a button.
Business scenario:
The Deals module in Zoho CRM helps keep track of all your business opportunities. To ensure proper lead qualification process with all specifics, it is recommended to first create a lead, convert it into a contact, and simultaneously create and associate a deal with the contact. This when done with field mapping, helps retain all mapped details from the lead record to contact record and subsequently to the deal record.
However, not all businesses require creating a deal while converting the lead to a contact. Moreover, deal creation might come at a much later stage in some organizations. There is an inconvenience associated with this approach. While the deal gets associated with the contact record, all other details updated in the leads/contacts record doesn’t get updated in the deal record. Updating them manually defeats the purpose. In comes this week's custom function to the rescue. Add a button linked to this custom function in your Contacts module and update relevant details from the contact records inside the deal records in a jiffy. Use this custom function to automatically update the fields listed below from contact records to deal records:
- Contact Name
- Account Name
- Title
- Email
- Phone
- Mobile
- Lead Source
- Email Opt Out
- Website
- Address Information
- Description
- Related activities
Before proceeding, ensure that you create the relevant custom fields in Deals module.
The scope of this custom function can be enhanced even further. Depending on your line of business, you might have certain permutations and combinations possible in your customer deals. Take, for example, the case of an automobile dealer. Say there are 3 variants of a particular car model with 4 different colors and various accessories options. Instead of updating these details manually, write a custom function for each of these combinations and associate that with a button. If a customer wants a specific combination that includes model, color, and enhancements, press the corresponding button and get the relevant fields updated. The code for this week doesn't include these scenarios. This is just to highlight the power of possibilities with custom functions.
Having to create multiple custom buttons might be a little time-consuming, but it's a one-time process and the benefits are worth the effort.
Getting started with the custom function:
- Go to Setup > Customization > Modules and Fields > Select the 'Contacts' module > Links and Buttons > +Create new button.
- Provide a name for the button. For example: “[The deal name]”. Add a description(optional).
- Choose View page from the drop-down list.
- Select Writing custom function from the subsequent drop-down.
- Provide a name for the custom function. Add a description(optional).
- Click “Free flow scripting”.
- Copy the code given below.
- Click “Edit arguments”.
- Enter the name as “contId” and select the value as “Contact Id”.
- Save the changes.
Note:
- In Zoho CRM, the Deals module was formerly referred to as Potentials.
The script:
Code for Version 2.0 API:
contDetails = zoho.crm.getRecordById("Contacts", input.contId.toLong());
mp=map();
mp.put("Deal_Name",ifnull(contDetails.get("Full_Name"),""));
mp.put("Owner",ifnull(contDetails.get("Owner"),"").get("id"));
mp.put("Contact_Name",input.contId);
mp.put("Account_Name",ifnull(contDetails.get("Account_Name"),"").get("id"));
mp.put("Title",ifnull(contDetails.get("Title"),""));
mp.put("Email",ifnull(contDetails.get("Email"),""));
mp.put("Phone",ifnull(contDetails.get("Phone"),""));
mp.put("Mobile",ifnull(contDetails.get("Mobile"),""));
mp.put("Lead_Source",ifnull(contDetails.get("Lead_Source"),""));
mp.put("Email_Opt_Out",ifnull(contDetails.get("Email_Opt_Out"),""));
mp.put("Website",ifnull(contDetails.get("Website"),""));
mp.put("Mailing_Street",ifnull(contDetails.get("Mailing_Street"),""));
mp.put("Mailing_City",ifnull(contDetails.get("Mailing_City"),""));
mp.put("Mailing_State",ifnull(contDetails.get("Mailing_State"),""));
mp.put("Mailing_Zip",ifnull(contDetails.get("Mailing_Zip"),""));
mp.put("Mailing_Country",ifnull(contDetails.get("Mailing_Country"),""));
mp.put("Description",ifnull(contDetails.get("Description"),""));
create = zoho.crm.create("Deals", mp);
info create;
TaskDetails = zoho.crm.getRelatedRecords("Tasks","Contacts", input.contId.toLong());
for each task in TaskDetails
{
taskmap = Map();
taskmap.put("What_Id",create.get("id"));
taskmap.put("$se_module","Deals");
updatetask = zoho.crm.update("Tasks",task.get("id"),taskmap);
info updatetask;
}
EventDetails = zoho.crm.getRelatedRecords("Events","Contacts", input.contId.toLong());
for each events in EventDetails
{
eventmap = Map();
eventmap.put("What_Id",create.get("id"));
eventmap.put("$se_module","Deals");
updateevent = zoho.crm.update("Events",events.get("id"),eventmap);
info updateevent;
}
CallDetails = zoho.crm.getRelatedRecords("Calls","Contacts", input.contId.toLong());
for each call in CallDetails
{
callmap = Map();
callmap.put("What_Id",create.get("id"));
callmap.put("$se_module","Deals");
updatecall = zoho.crm.update("Calls",call.get("id"),callmap);
info updatecall;
}
return "Success";
Code for Version 1.0 API:
contactIdStr = input.contId.toString();
contDetails = zoho.crm.getRecordById("Contacts", input.contId.toLong());
name = ifnull(contDetails.get("First Name"),"")+ " " + ifnull(contDetails.get("Last Name"),"");
mp=map();
mp.put("Potential Name",name);
mp.put("SMOWNERID",ifnull(contDetails.get("SMOWNERID"),""));
mp.put("CONTACTID",input,contId);
mp.put("Account Name",ifnull(contDetails.get("Account Name"),""));
mp.put("Title",ifnull(contDetails.get("Title"),""));
mp.put("Email",ifnull(contDetails.get("Email"),""));
mp.put("Phone",ifnull(contDetails.get("Phone"),""));
mp.put("Mobile",ifnull(contDetails.get("Mobile"),""));
mp.put("Lead Source",ifnull(contDetails.get("Lead Source"),""));
mp.put("Email Opt Out",ifnull(contDetails.get("Email Opt Out"),""));
mp.put("Website",ifnull(contDetails.get("Website"),""));
mp.put("Mailing Street",ifnull(contDetails.get("Mailing Street"),""));
mp.put("Mailing City",ifnull(contDetails.get("Mailing City"),""));
mp.put("Mailing State",ifnull(contDetails.get("Mailing State"),""));
mp.put("Mailing Zip",ifnull(contDetails.get("Mailing Zip"),""));
mp.put("Mailing Country",ifnull(contDetails.get("Mailing Country"),""));
mp.put("Description",ifnull(contDetails.get("Description"),""));
create = zoho.crm.create("Potentials", mp);
info create;
newpotId = create.get("Id");
TaskDetails = zoho.crm.getRelatedRecords("Tasks","Contacts", contactIdStr);
for each ele in TaskDetails
{
TaskId=ele.get("ACTIVITYID");
taskMap=map();
taskMap.put("SEID",newpotId);
taskMap.put("SEMODULE","Potentials");
UpdateTask = zoho.crm.updateRecord("Tasks",TaskId,taskMap);
info UpdateTask;
info taskMap;
}
EventDetails = zoho.crm.getRelatedRecords("Events","Contacts", contactIdStr);
for each ele in EventDetails
{
eventId=ele.get("ACTIVITYID");
eventMap=map();
eventMap.put("SEID",newpotId);
eventMap.put("SEMODULE","Potentials");
UpdateEvent = zoho.crm.updateRecord("Events",eventId,eventMap);
info UpdateEvent;
info eventMap;
}
CallDetails = zoho.crm.getRelatedRecords("Calls","Contacts", contactIdStr);
for each ele in CallDetails
{
callId=ele.get("ACTIVITYID");
callMap=map();
callMap.put("SEID",newpotId);
callMap.put("SEMODULE","Potentials");
UpdateCall = zoho.crm.updateRecord("Calls",callId,callMap);
info UpdateCall;
info callMap;
}
return "Success";
Note:
- Create multiple buttons to contain multiple scenarios of deals, and save the time to create a deal with the particular information.
- This custom function works only when you create a deal using the linked button.
Found this useful? Try it out and let me know how it works! If you have questions, do not hesitate to ask! Share this with your team if you find it useful.
I'm sure you would have planned your year-end celebrations already. We'd be back in Jan '18 with the next custom function. Merry Christmas and a Happy New Year. See you!
Update: As you must be aware, API V1.0 will be deprecated and support for version 1.0 API will be available only till Dec 31, 2018. Version 1.0 compatible Functions will continue to work until Dec 31, 2019. You're advised to migrated to API Version 2.0 at the earliest. Check this announcement for more. We've updated the post to include the Version 2.0 compatible Function.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Viji Sankar
valuescoredemo
Anu
siva
Pheranda Nongpiur
Sticky Posts
Function #46: Auto-Calculate Sales Margin on a Quote
Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it'sZoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Copy, Paste, Highlighted text
when i copy paste text it gets highlighted. Fix this. WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service.Pricing Strategies: #6 Common Mistakes while Configuring Pricing
"Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machinePublish to LinkedIn via API
Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks AdrianFSM - Associating and selecting Contacts based on Service Addresses
Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies toDo Unpublished Products in Shopify Sync to Zoho POS?
Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.Problem in Zoho POS frontend ERP.
We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to recordCategorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesDiscount on the transaction level in POS
"Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this inCreate Tasklist with Tasklist Template using API v3
In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way toSend Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now useJobs at multiple locations
Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multipleTag Adding Option in Kanban Card Customization Bigin CRM Mobile App
I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsAssociating a Candidate to a Job Listing
Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specificWhatsApp Voice Message Sending Option in Bigin CRM
I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.CRM: hosting a single html file in Zoho and displaying it as a widget
I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But IHow to change position button transtition of Blueprint?
Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.Multi file upload
Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, AlalbanySorting Descending in a lookup
I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?Auto-upload Creator Files to WorkDrive
Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—toAsap Widget 2.0
Where's the documentation for the new ASAP widget? https://www.zoho.com/desk/developers/asap/#introduction this one is outdated How can we dynamically navigate between different views? How can we prefill ticket forms using ASAP 2.0?Can the Trigger be changed?
I'm afraid I already know the answer, but here goes... After activating a workflow (under Campaigns > Automations), Then later choosing to Edit the workflow, Can the Workflow's Trigger be changed? Currently the entire Trigger section + options are goneMarketer's Space: Proven tips to improve open rates – Part I
Hello Marketers! Welcome back to another post in Marketer's Space! In this week's post, we'll discuss the ever-important concept of open rates. This will be a multi-part series, as we have a range of topics to cover. Open rates—which measure the percentageCan't send nor receive emails on my external email accounts since this morning
Greetings, I have two external accounts integrated into Zoho mail through POP3 + SMTP. These accounts have always worked normally since the day I've set them up. Starting 10:30 AM this morning (Western European Time) both suddenly stopped sending andCreating Custom PDF Template from Form
I am trying to create a custom PDF from form submissions. I have the standard subscription and it indicates that PDF forms are included. I cannot find anywhere to create PDF forms. I try to follow the instructions from here: https://help.zoho.com/portal/en/kb/forms/form-settings/pdf-settings/pdf-editor/articles/creating-your-own-pdf-template#Creating_your_template_from_the_scratchImportant Update: Facebook Metrics Deprecation & Impact on Zoho Analytics
Dear Zoho Analytics users, Facebook has deprecated a set of metrics from the Facebook Pages Insights API, effective November 15, 2025. As a result, these changes will affect any reports and dashboards in Zoho Analytics that rely on Facebook Pages data.Quick Copy Column Name
Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy theConditional Field Visibility in Bigin CRM
I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,Introducing Zoho MCP for Bigin
Hello Biginners! We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI agents like Claude, Cursor, Windsurf, and VS Code,MCP > Creator connection failing with Claude
I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receivingIs it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?
Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sourcesFeature Request: Dynamic Dimension Control for zc_LoadIn Popups
As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from aSubforms in stateless forms
I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. BasicallyText wrap column headers in reports?
Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025
Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newestMarketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation
Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,Pricing Strategies: #5 Stay local, Price & Sell Global
Arun had always dreamed of taking his handmade craft business beyond his hometown. For years, he sold locally. Most of his customers are familiar faces, in our usual currency and with the exact expectations. But one day, a traveller visited his workshopWhat is the easiest way to move Hotmail emails to an IMAP server?
The easiest way to move Hotmail (Outlook.com) emails to an IMAP server is to add your Hotmail account directly to any email client that supports IMAP, then copy the messages across. This avoids paid tools and keeps the process simple. Fastest free method:No feedback from Zoho Books regarding Yodlee feeds for Investec
I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me forTurn off Knowlege Base Follow options and Follower lists
Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer namesNext Page