Function-31: Get the timezone of your leads
Welcome back everyone!
I'm sure most of you already know this, but we have introduced the newer version of
Zoho APIs (Version 2.0)
. Functions(previously, Custom Functions) also underwent an update, regarding the said APIs and some more. However, this week's function still uses the Version 1.0. Zoho APIs, because the transition from v1.0 to v2.0 is still in progress. Stay tuned for more updates.
Last week, we learnt how to
keep track of your business details with a Company or a Contact
. This week, let's look at a function that lets you automatically get the time zone of your leads, so as to help in deciding the best time to contact.
Business scenario:
It’s a no brainer that prompt call backs and engagement right through the purchase cycle have a direct bearing on your lead conversion. To do this, it is very important that you call/email your clients in their time zone. Wouldn’t it be great if your CRM automatically sorts your leads based on their time zone? The Function (custom function) I share today helps you do just that.
Add this function to the Leads module and fetch the time zone of the leads based on their address. We will make use of Google APIs to meet this requirement. Create a custom field in Leads module to capture the time zone details. Furthermore, you get the list view of the Leads module to display the time zone along with the name, contact number and the other fields. Segregate your clients based on their time zone and target your nurture programs accordingly. This ensures your sales calls and emails are addressed at the right time and help you win more deals.
Getting started with the function:
- Go to Setup > Developer Space > Functions > + Create New Function.
- Select Automation as Function type and click Next.
- Provide a name for the function. For example: “Lead Time Zone”. Add a description(optional).
- Copy the code given below.
- Click “Edit arguments”.
- Enter the name as “leadId” and select the value as “Lead Id”.
- Enter the name as "zip" and select the value as "Zip Code".
- Click Save&Execute Script.
- Click Save.
The script:
Code for Version 2.0 API:
data = getUrl("https://maps.googleapis.com/maps/api/geocode/json?address=" + zip + "&key=xxxxxxxx");
result = data.getJSON("results");
geometry = result.toJSONList().get(0).getJSON("geometry").toJSONList();
location = geometry.get(0).getJSON("location");
lat = location.getJSON("lat");
long = location.getJSON("lng");
timezone = getUrl("https://maps.googleapis.com/maps/api/timezone/json?location=" + lat + "," + long + "×tamp=0900000000&key=yyyyyyyy").getJSON("timeZoneName");
update = zoho.crm.update("Leads", leadid.toLong(), {"Time_Zone": timezone});
info update;
Code for Version 1.0 API:
data = getUrl("
https://maps.googleapis.com/maps/api/geocode/json?address=
" + zip + "&key=xxxxxxxx");
result = data.getJSON("results");
geometry = result.toJSONList().get(0).getJSON("geometry").toJSONList();
location = geometry.get(0).getJSON("location");
lat = location.getJSON("lat");
long = location.getJSON("lng");
timezone = getUrl("
https://maps.googleapis.com/maps/api/timezone/json?location="
+ lat + "," + long + "×tamp=0900000000&key=yyyyyyyy").getJSON("timeZoneName");
update = zoho.crm.updateRecord("Leads", leadid.toString(), {"Time Zone": timezone});
------------------------------------------------------------------------------------------------------------------------
Note:
- Once the function is added, you can set the function in a Workflow rule to trigger it upon the creation of a lead.
-
Replace the "xxxxxxxx" in the code by getting the key from the following link.
-
Replace the "yyyyyyyy" in the code by getting the key from the following link.
- In both pages, click Get A Key from the top-right of the page and give a Project name to get the keys.
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. Do check out other custom functions shared in this series
here
.
See you all next week with another interesting custom function. Ciao!
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.
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Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
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