B. She will need to implement the following configurations to meet her requirements:
Field Name | Field Type | Field Value |
Call Recording | URL | - |
Contact | Lookup | - |
Call Type | Picklist | - Inbound - Outbound |
Call Duration | Single Line | - |
Function Name | Call Quality |
Display Name | Call |
Description (optional) | Create a new record in the module |
Category | Automation |
callDetails = zoho.crm.getRecordById("Calls",callId);
createCallQualityMp = Map();
createCallQualityMp.put("Name",callDetails.get("Subject"));
createCallQualityMp.put("Owner",callDetails.get("Owner").get("id"));
createCallQualityMp.put("Call_Recording","https://crm.zoho.com/crm/org685460759/tab/Activities/" + callId + "?sub_module=Calls");
createCallQualityMp.put("Call_Duration",callDetails.get("Call_Duration"));
contactId = callDetails.get("Who_Id");
if(contactId != null && contactId != "")
{
createCallQualityMp.put("Contact",contactId.get("id"));
getContactDetails = zoho.crm.getRecordById("Contacts",contactId.get("id"));
createCallQualityMp.put("Email",getContactDetails.get("Email"));
}
createCallQualityMp.put("Call_Type",callDetails.get("Call_Type"));
createArry = List();
createArry.add(createCallQualityMp);
createDataStr = {"data":createArry,"trigger":{"workflow"}};
createJsonStr = createDataStr.toString();
// createCallQualityResponse = zoho.crm.createRecord("Call_Quality",createCallQualityMp);
// info createCallQualityResponse;
createCallQualityResponse = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/Call_Quality"
type :POST
parameters:createJsonStr
headers:{"Authorization":"2412c2f4061718fb297150ecb515b10e"}
];
info createCallQualityResponse;
Rule Name | Create Call Quality |
Module | Calls |
Description (optional) | Create new record |
When to execute | On a record action > Create |
Which calls will the rule apply to | All Calls |
Instant Action | Functions > Call Quality |
Rule Name | Rate Call Quality |
Module | Call Quality |
Description (optional) | Rating and Feedback |
When to execute | On a record action - Create |
Condition 2
Which call quality will the rule apply to All call quality Instant Action Email Notification > Survey Form
The records will be pushed to the Call Quality module which contains details of the applicants along with their survey responses.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.