Kaizen #68 - Scoring Rules APIs[Part 1]
Hello everyone!
Welcome to another week of Kaizen!
This week we will discuss the Scoring Rules APIs.
What are scoring rules?
You may have different strategies to engage with customers, make their journeys successful in your business, and to convert them to potentials soon.
Scoring each lead based on certain criteria helps you determine who is likely to become a valuable potential.
These criteria or rules are called scoring rules.
When should you use scoring rules?
- When there are multiple decision makers. In a B2B model where the sales cycle in the business model is long, it is important to have scoring rules for every touchpoint so that you can identify/track the deals with the highest conversion potential and move these deals quickly down the funnel.
- In a multi-product and cross-selling business, you need to score leads based on the different products they are interested in, and then engage them in cross-products.
- When you have multiple customer touchpoints. For example, your business may use strategies such as email campaigns, surveys, webinars, training sessions etc. Scoring the customers separately for each touchpoint gives you a more detailed insight into their interests and decide the best engagement strategy.
Note
- You can configure scoring rules for Leads, Accounts, Contacts, Deals, and custom modules.
- Scoring rules are layout-specific and each layout can have up to five rules.
For more details, refer to this help page.
Let us now understand how to configure a scoring rule, update, delete, and execute a scoring rule through APIs.
Consider that you have configured Emails to use email insights and have integrated with Zoho Campaigns, Telephony, and Zoho Survey. You want to score the leads based on their responses to these touchpoints, besides scoring them based on their position in the company.
Here is an example of how you can score based on the various touchpoints:
- 10 points for opening an email
- -5 when the email bounces
- 10 points for responding to a survey
- 10 points for opening a campaign
- -10 for not responding to calls
- 10 points when the Position is Decision Maker or Regional Manager
Here, scoring based on the custom picklist field "Position" is the field rule, while scoring based on the integration and insights is called the signal rule.
Let us see how to achieve this through the Scoring rules API.
Create a Scoring Rule
Request URL: {api-domain}/crm/v4/settings/automation/scoring_rules
Request Method: POST
Scope: ZohoCRM.settings.scoring_rules.ALL/CREATE
Supported Modules: Leads, Contacts, Accounts, Deals, and custom
Sample Input
{ "scoring_rules": [ { "name": "Rule 2", "description": "Rule for Module Leads", "module": { "api_name": "Leads", "id": "3652397000000002175" }, "layout": { "api_name": "Standard", "id": "3652397000000091055" }, "active": false, "field_rules": [ { "score": 10, "criteria": { "group_operator": "OR", "group": [ { "field": { "api_name": "Position" }, "comparator": "equal", "value": "Regional Manager" }, { "field": { "api_name": "Position" }, "comparator": "equal", "value": "Decision Maker" } ] } } ], "signal_rules": [ { "score": -5, "id": "3652397000010473049", "signal": { "namespace": "EmailInsight_Bounce__s", "id": "3652397000000112025" } }, { "score": -10, "id": "3652397000010473050", "signal": { "namespace": "Telephony_Missed__s", "id": "3652397000000112027" } }, { "score": 10, "id": "3652397000010473051", "signal": { "namespace": "EmailInsight_Open__s", "id": "3652397000000112021" } }, { "score": 10, "id": "3652397000010473052", "signal": { "namespace": "Survey_Responded__s", "id": "3652397000000112029" } }, { "score": 10, "id": "3652397000010473053", "signal": { "namespace": "Campaign_Open__s", "id": "3652397000000112031" } } ] } ]}
{
"scoring_rules": [
{
"name": "Rule 2",
"description": "Rule for Module Leads",
"module": {
"api_name": "Leads",
"id": "3652397000000002175"
},
"layout": {
"api_name": "Standard",
"id": "3652397000000091055"
},
"active": false,
"field_rules": [
{
"score": 10,
"criteria": {
"group_operator": "OR",
"group": [
{
"field": {
"api_name": "Position"
},
"comparator": "equal",
"value": "Regional Manager"
},
{
"field": {
"api_name": "Position"
},
"comparator": "equal",
"value": "Decision Maker"
}
]
}
}
],
"signal_rules": [
{
"score": -5,
"id": "3652397000010473049",
"signal": {
"namespace": "EmailInsight_Bounce__s",
"id": "3652397000000112025"
}
},
{
"score": -10,
"id": "3652397000010473050",
"signal": {
"namespace": "Telephony_Missed__s",
"id": "3652397000000112027"
}
},
{
"score": 10,
"id": "3652397000010473051",
"signal": {
"namespace": "EmailInsight_Open__s",
"id": "3652397000000112021"
}
},
{
"score": 10,
"id": "3652397000010473052",
"signal": {
"namespace": "Survey_Responded__s",
"id": "3652397000000112029"
}
},
{
"score": 10,
"id": "3652397000010473053",
"signal": {
"namespace": "Campaign_Open__s",
"id": "3652397000000112031"
}
}
]
}
]
}
Key | Description |
name string, optional | Unique name of the scoring rule. Accepts up to 25 alphanumeric characters. |
description string, optional | Description of the scoring rule. Accepts up to 500 characters. |
module JSON object, mandatory | API name and ID of the module you want to create this rule in. Use the Modules API to get the module's API name and ID. |
layout JSON object, mandatory | The API name and ID of the layout in the module you want to create the scoring rule on. Use the Layouts Metadata API to get this ID. |
active boolean, optional | Represents if you want to activate the scoring rule right after creation. The default value is true. |
field_rules JSON array, mandatory | The details of the fields and their values based on which you want to score the records. score - integer - the score you want to assign criteria - JSON object - the group that contains the field's API names, values and comparators, and the group operator(and, or). |
signal_rules JSON array, optional | The details of the various signals raised through integrations and insights, and their scores. score - integer - the score you want to assign signal - JSON object - the namespace and ID of the signal you want to associate with this scoring rule. Refer to the Get Configured Signals API to get these details. |
Update Scoring Rules
Request URL: {api-domain}/crm/v4/settings/automation/scoring_rules/{scoring_rule_ID} or
{api-domain}/crm/v4/settings/automation/scoring_rules (with rule_id in the input body)
Request Method: PUT
Scope: ZohoCRM.settings.scoring_rules.ALL/UPDATE
Supported Modules: Leads, Contacts, Accounts, Deals, and custom
What can you update through this API?
- Name, description, and score
- Add field and signal rules
- Update or delete field or signal rules
To delete a field or signal rule, include the key _delete with the ID of the rule and the signal, respectively.
Here is an example to delete the email insight bounce signal rule we configured earlier. We have also added another criteria for the field rule.
{ "scoring_rules":[ { "name":"Rule 8", "id":"3652397000010466004", "description":"Updated rule", "field_rules": [ //new field rule { "score": 5, "criteria": { "group_operator": "OR", "group": [ { "field": { "api_name": "Position" }, "comparator": "equal", "value": "Regional Manager" }, { "field": { "api_name": "Position" }, "comparator": "equal", "value": "Reviewer" } ] } } ], "signal_rules": [ //to delete the email insight bounce signal rule { "score": -5, "id": "3652397000010466007", "_delete":null } ] } ] } |
Delete Scoring Rules
Request URL: {api-domain}/crm/v4/settings/automation/scoring_rules/{scoring_rule_ID} or
{api-domain}/crm/v4/settings/automation/scoring_rules?ids=id1,id2..
Request Method: DELETE
Scope: ZohoCRM.settings.scoring_rules.ALL/DELETE
Supported Modules: Leads, Contacts, Accounts, Deals, and custom
Execute Scoring Rule
After creating a scoring rule, you have to execute it to apply the rule to the matching records. The Execute Scoring Rules API allows you to execute the scoring rules by their IDs or the layout ID.
Request URL: {api-domain}/crm/v3/{module_api_name}/actions/run_scoring_rules
Request Method: PUT
Scope: ZohoCRM.settings.scoring_rules.ALL/UPDATE
Supported Modules: Leads, Contacts, Accounts, Deals, and custom
To execute scoring rules by their IDs
Note that all the scoring rules must be for the same module. You can execute up to 5 rules.
Sample Input
{ "scoring_rules" : [ "3652397000010466004", "3652397000006074001" ] } |
To execute scoring rules in a layout by the layout ID
Sample Input
{ "layout" : { "id" :"3652397000000091055" } } |
We hope you found this post useful. Next week, we will discuss cloning, activating/deactivating a scoring rule, and getting the score of a record from a module.
Write to us at support@zohocrm.com if you have any questions.
Cheers!
Previous Post: Email the contact roles of a deal using Functions
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Shylaja S
Sticky Posts
Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Really want the field "Company" in the activities module!
Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!Delay in rendering Zoho Recruit - Careers in the ZappyWorks
I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'mIs Desk Down?
Across department - always an error. [Status Mode] - error [Table View and the rest] - workingWe Asked, Zoho Delivered: The New Early Access Program is Here
For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early AccessCan the Product Image on the Quote Template be enlarged
Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! ThanksHow do I change the wording of the tile of SignForm?
When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or atHow to link tickets to a Vendor/Vendor Contact (not Customer) for Accounting Department?
Hi all, We’re configuring our Accounting department to handle tickets from both customers and vendors (our independent contractors). Right now, ticket association seems to be built around linking a ticket to a Customer / Customer Contact, but for vendor-originatedProblem with CRM Connection not Refreshing Token
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature toAutomatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In theseClone Recurring Expenses
Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing theUnify Overlapping Functionalities Across Zoho Products
Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,Automation #7 - Auto-update Email Content to a Ticket
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonlyTicket to article and Ticket to template
Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email templateIs there API Doc for Zoho Survey?
Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. ThanWindows Desktop App - request to add minimization/startup options
Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menusCreating Parent Child relationship in Accounts
We have customers with multiple locations, I setup the HQ as an account, then I setup the different sites marking the HQ as the parent to that location. If I then do a Deal for one of the locations, is there a way to show by looking at the parent accountKaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom relatedWebDAV / FTP / SFTP protocols for syncing
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpfulCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageNon-responsive views in Mobile Browser (iPad)
Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating.[Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator
Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60Learner transcript Challenges.
Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner inCustomizable UI components in pages | Theme builder
Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.htmlFeature Request - Set Default Values for Meetings
Hi Zoho CRM Team, I would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags toAnalytics <-> Invoice Connection DELETED by Zoho
Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with theHow to use Rollup Summary in a Formula Field?
I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possibleZoho Creator to Zoho CRM Images
Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (thereCRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),Error Logs / Failure logs for Client Scripts Functions
Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way thatAutomate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. TheyZoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027
I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoicesProblem : Auto redirect from zoho flow to zoho creator
Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zohoClient and Vendor Portal
Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and#7 Tip of the week: Delegating approvals in Zoho People
With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!Trouble with using Apostrophe in Name of Customers and Vendors
We have had an ongoing issue with how the system recognizes an apostrophe in the name of customers and vendors. The search will not return any results for a name that includes the mark; ie one of our vendors names is "L'Heritage" and when entering theWhy am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?
I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? ThanksNueva edición de "Ask The Expert" en Español Zoho Community
¡Hola Comunidad! ¿Te gustaría obtener respuestas en directo sobre Zoho CRM, Zoho Desk u otra solución dentro de nuestro paquete de CX (Experiencia del Cliente? Uno de nuestros expertos estará disponible para responder a todas tus preguntas durante nuestraHow to use MAIL without Dashboard?
Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.Peppol: Accept Bill (Belgium)
Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it wasclick to call feature
I've Zoho CRM and in that i want click to call feature.Next Page