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Long story short we use Deals module to handle leads as well so that's why I'm not asking to use leads module.  

I've been asked to find a way to automatically have a deal created when an email that's part of an email campaign is opened.  So, when the email status is changed to "Opened", it would trigger an action, the action being a Deal is created that relates to the Contact record to whom the email was sent.

I understand there's no way to do this in Workflow Rules as far as I know (can't use email opens/clicks as triggers), so I'd need a custom function.  

My question is, how would I go about beginning such a function/integration?  Is there a third party application I need?  Do I need to have a link referencing the Deal (potID) embedded in the email in order to accomplish this?  Any guidance would be greatly appreciated


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  • 1 year ago

Hi
!

You can activate a Workflow Rules through the status of an email sent by CRM.

To create a Workflow Rules instead of selecting a destination module, just select "Email", this will help you create a trigger based on emails.



Now you just have to define whether you want to intercept incoming or outgoing emails and the status itself.

Then you will be able to select a destination module and define conditions for registrations and emails.



Finally, it is enough to create a business when the criteria are met.

Best regards

  • Zoho MVP
  • 1 year ago

Hi,

Is the email being sent from CRM or Campaigns? You mentioned it's a campaign email so what is posted above isn't valid. That would be for emails sent from CRM. 

Creating a deal automatically, from a Campaigns email or even from a CRM sent email, would require a function or other developer solution (including, possibly, Zoho Flow). 

If it's a Zoho Campaigns email, and assuming the recipients are already in CRM, I would likely start reviewing a function that runs from the Campaigns Members data set in CRM. If that's not supported, it may have to be done on a schedule in CRM to run periodically through the day. 

Either way, there's several variables to consider before knowing where to start. However, custom development is likely the end product. How that triggers and executes the requirement(s) is hard to determine based on what you've shared. 

If I can help further, or clarify anything, please feel free to ask.


  I didn't know the functionality existed, thanks so much!  

Would you have any idea how to write Deluge code for a function with the following goal? :

The trigger action for code is the outgoing email being opened.  Should be applied to emails part of a campaign, sent to Contacts.

The code would then accomplish the following:

- Create a Deal record, with the related Contact being the one to whom the email was sent and the Parent Account being the one related to the Contact.
      - Stage = Stage1 (placeholder)
      - Amount = $0.00
- Automatically link the related Campaign in the lookup field "Campaign Source"

Thanks again for the help


 

Hi Bennett.

Can you confirm if you are referring to Zoho Campaigns or CRM Campaigns?

Also, if you can help us with the field mapping for a deal record creation (mandatory fields in deal record) we can check and write the code accordingly.

  • 10 days ago

We also need this. 
When a "product" is sold we get an email with the details of the client (name and last name, product, amount).
We need to be able to create a workflow in CRM so when a new email from a spesific sender comes in, then a new module (Deal) record is created and to be able to map the fields from the email body to our deal record.

We are doing it manually so far and we need a deluge script to add this as we have thousand entries per year.

@NikiS.

You can use Email Parser to achieve your requirement:
  • Select 'Deals" under module selection
  • Map the necessary details from the email with the fields in CRM
  • In the advanced configuration settings, you can set email criteria like Sender or Subject information to parse only emails that match the criteria.


Let us know if you require any further clarification.

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