Formatting Address Field as Import from multiple webhooks ? (Street = "st" "st." "street" )

Formatting Address Field as Import from multiple webhooks ? (Street = "st" "st." "street" )

Hi there,

I am not good with coding so I am hoping a fellow community member or coder at Zoho to help with this. Our CRM leads are mainly dealing with address(s) as the main way of filtering through leads, and for webhooks to check if Lead already exists prior to creating a new record, instead will update existing record.

I am always having to go back and check for multiple of the same records being created for the same Lead, as we the CRM reads " 123 Street ", but does not know that "Street" can also be in other formats such as "ST" "ST.", or even "Street" as the whole word. 

This includes the following because of this multiple record issue:

- Road, Rd, Rd.
- Avenue , Ave, Ave.
- Lane, LN, LN.
- Circle, CIR, CIR.
- North, N, N.
- NorthEast, NE, NE. N.E.
- NorthWest, NW, N.W. NW.
- SouthWest, SW, S.W. SW.

Our address fields are: STREET, CITY, STATE, ZIP
 *Main field that is used to check existing leads is *Street for excel and webhook imports.

I hope that is enough examples for people reading this to make sense. I know i will need specific code for this, and for me to always be able to update and add to on a regular basis. This would help tremendously with all these extra records being created, when in fact we have the lead already created, just in a different format.

-Thanks,

    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • Sticky Posts

                                                • Zoho 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 such
                                                • 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 follow
                                                • Function #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
                                                • Function #37: Create a Purchase Order from a Quote

                                                  Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
                                                • Function-2: Round-Robin assignment of records

                                                  Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Recorded imported goods

                                                                                                    I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now
                                                                                                  • Notes created in mobile app not syncing with web notebook

                                                                                                    I have created certain notes in a new notebook in mobile app. The new notebook is also created using mobile app and when I logged in through web I am unable to see notebook that I have created using mobile app. there is no trace of notes in which i have created in mobile app on the web even after days of creating in mobile app This is not the case vise-a-versa. the notes and note book created on web are accessible on mobile app on real time.  this is very inconvenient and big demotivating factor
                                                                                                  • Match Transaction > Filter | Allow wildcards in search

                                                                                                    The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National
                                                                                                  • Marketing Automation Emails Going to Spam

                                                                                                    Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this
                                                                                                  • Convert Request to Forum Topic

                                                                                                    I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic?  Is this possible?  If not is this a feature coming down the pipe in the near future? Thanks!
                                                                                                  • Zoho Sign / Prefill By You - Editable by Them!

                                                                                                    Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them
                                                                                                  • Is the Contacts sync between Campaigns and CRM bi-directional?

                                                                                                    Is the Contacts sync between Campaigns and CRM bi-directional?
                                                                                                  • Task does not syncing to google calendar shedual

                                                                                                    Hi why does the tasks activities do not syncing with the google calendar like the event option does?
                                                                                                  • Bug with Zobot Human transfer

                                                                                                    I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. The
                                                                                                  • This mobile number has been marked spam. Please contact support.

                                                                                                    Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
                                                                                                  • Something went wrong. One or more fields contain errors

                                                                                                    I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. It
                                                                                                  • Integrating Zoho Desk Instances from two separate organizations

                                                                                                    Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by
                                                                                                  • Knowledge base bug - Error: Article couldn't be updated.

                                                                                                    It took me a while to figure this out, truly one of the most irritating bugs in Zoho. I hope you find this information helpful. When using the knowledge base to create articles, make sure your keywords are in lowercase and separated by commas. Otherwise,
                                                                                                  • Is this possible with Campaigns?

                                                                                                    My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy
                                                                                                  • How to view two portals (Zoho CRM & Zoho Books) in single login

                                                                                                    Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I could
                                                                                                  • Updating Bounced Contacts in Campaigns to the CRM

                                                                                                    The article explains how to update Opt-outs from Campaigns to CRM, but not bounces. While Campaigns will automatically remove any bounced emails from future campaigns, is there a process by which a bounce will update or make a notification in the CRM
                                                                                                  • Bandwidth, voice and poor video

                                                                                                    Dear Team, The webinar has made things quite easy and convenient for educators around the world. We are an art & culture-based organization where students and researchers are our major audience.  While using the Zoho webinar platform, we have observed that the audio lags and the video is of poor quality and often freezes. Some participants don't hear what is being spoken.  We also found that even a slightly slow internet connection disrupts the webinar while it should be working well even on lower
                                                                                                  • Zoho books and venmo

                                                                                                    Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
                                                                                                  • Global Sets for Multi-Select pick lists

                                                                                                    When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                  • 550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a>

                                                                                                    Please help me with this. Sending of mails is blocked.
                                                                                                  • The Social Wall: November 2024

                                                                                                    Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integrating
                                                                                                  • Segmenting Contacts Based on Product Purchased

                                                                                                    I am trying to organize our main Marketing Automation email list in a way that segments contacts based on products they have purchased (for example in this case it is 3 different products). To my knowledge, this would require the sync from Zoho CRM to
                                                                                                  • Urgent Assistance Needed with DKIM Verification

                                                                                                    Hi, I have been trying to verify the DKIM for the past month using your instructions as well as other resources. Unfortunately, I have not been able to resolve the issue, and it remains persistent. I need to address this problem as soon as possible so
                                                                                                  • How do I attach tasks from one task to other tasks in the same project

                                                                                                    How do I attach tasks from one task to other tasks in the same project
                                                                                                  • Incorrect Handling of XLSX data

                                                                                                    Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format
                                                                                                  • Zoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action

                                                                                                    Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...
                                                                                                  • Change format of quantity format

                                                                                                    Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!
                                                                                                  • Ticket Views: filter criteria -> dynamic date values in relation to the current date

                                                                                                    Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
                                                                                                  • Captchas: No support for Google reCAPTCHA or similar

                                                                                                    Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this
                                                                                                  • Maintain consistency in ticket responses with shared snippets

                                                                                                    Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.
                                                                                                  • Tickets - Zoho Desk

                                                                                                    Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.
                                                                                                  • Automatically assign Contacts to Account owners

                                                                                                    Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.
                                                                                                  • Making Copies/Duplicates of Zoho Forms (Shared)

                                                                                                    Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,
                                                                                                  • Using IMAP configuration for shared email inboxes

                                                                                                    Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
                                                                                                  • Can you help us creating a customised form with payment link?

                                                                                                    I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.
                                                                                                  • Deleting or disabeling predefined ticket list views

                                                                                                    Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!
                                                                                                  • Email an Invoice from API

                                                                                                    When calling the API to email an invoice, it seems it does not actually send it. Below is a screen shot where I used an API call for the bottom record, and it updated its' status to "Due Today", but no email was actually sent. The top record, I hit the
                                                                                                  • Unable to load your extension. Please check your plugin-manifest or Resources.json.

                                                                                                    Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.
                                                                                                  • Layout Rules / Quick create

                                                                                                    Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna
                                                                                                  • Issue with Create Note Button and Popup Form in Leads Module

                                                                                                    Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,
                                                                                                  • Next Page