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 #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 achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
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
Zoho desk desktop application
does zoho desk has a destop applicaion?ZOHO Work Drive Back Up
I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. MarkScanned Doc - selecting Item overwrites Rate
I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and itRecruit API search
Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",Saving reading position + Keep screen on
While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.Multiple Vendor SKUs
One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku forZoho LandingPage is integrated with Zoho One!
Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,Android app sync problem - multiple devices have same problem
Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and theHow can i resend a campaign to only one of the recipients on the original campaign
How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, MikeHow to show branch instead of org name on invoice template?
Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?Create CRM Deal from Books Quote and Auto Update Deal Stage
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is convertedMarketing Automation Requirements Questions
I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one dripZoho CRM for Gmail Extension Not Working in Brave Browser?
Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?Sharing URLs and direct access
Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendlyhow to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)
Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’mCan a project be cloned?
Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, andTimesheet Tasks in Zoho Books: associate to service item
How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When theWhy Sharing Rules do Not support relative date comparison???
I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to StaticTask/Activity indicator in SalesPipeline overview has disappeared
I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'
As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.Zoho Desk Android app update: Table view for All Departments view, custom button
Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sortedWhat's New - December 2025 | Zoho Backstage
In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control acrossNeed code format to specify default values
Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.Problem 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 toAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanA Roundup of Zoho Sprints 2025
Sorting Custom Date in API isn't working w pagination limit
How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='SAP Business One(B1) integration is now live in Zoho Flow
We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integrationEnhancement in Role and Profile mapping of agents in Sandbox
Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,The reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digitalDecimal places settings for exchange rates
Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR requireZoho removed ability to see all Scheduled Reports!
If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!! This should be a setting for admins to control. This is a bad update.Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.GCLID and Zoho Bookings
Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a betterMerge Items
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.Create PO from an invoice
We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be greatBlueprint or Validation Rules for Invoices in Zoho Books
Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, andResetting auto-number on new year
Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!Next Page