Deletion of Lead depending on a field value
Hi!
I got the following issue; I am looking for a way do automate the deletion of certain leads that are incoming via integration of Zoho Forms.
Our web agency is building a testing tool to check on a daily basis if the forms on our website are working or not, this tool is going to fill out and send forms which are being pushed to Zoho CRM then (since I can create alerts on incoming leads but not the other way round: "alert me when there is no new lead within the past 12 hours from leadsource X").
This tool realizes "sending ok" and will create an alert whenever it fails so we can look into it asap to fix the form. However then we will have all the test leads in our system. All have the same value in the field "Last Name" so they are easy to filter. Workflow with "IF lead is created AND field contains value automTest THEN delete" is not possible, so I would like to trigger a function for deletion of a lead that matches the criteria.
So to sum it up:
- for testing purposes we will receive test leads on a daily basis
- we would like to delete them automatically when they are being pushed into the CRM
- all have a unique field value that identifies them
- workflow combined with function to solve this?
Is that possible/do you have a code example? Or do you have anonther idea/solution? Thanks a lot!
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