How to automatically relate Deal to Campaign via lookup when it is created?
I'm an admin in Zoho and I have a specific process I need to automate.
When an email campaign is sent out to contacts, if someone responds and says they are interested in the product, then the sales rep will create a Deal (long story short we handle both our leads and deals within the Deals module, Leads module is unused).
The record for the campaign in the Campaigns module is already automatically related to Contacts, which you can see in the Contacts related list. I have created a lookup field in the Deals module to Campaigns, which created a Deals related list on the campaign record. What I need is a way for the deal to automatically be tagged to the campaign record when it is created. What is the best way to accomplish this? A custom deluge function or is there a simpler way?
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