How to set up a workflow to retain the association between a lead and a Zoho Sign Document?

How to set up a workflow to retain the association between a lead and a Zoho Sign Document?

Scenario: Can I set up a workflow to retain the association between a lead and a Zoho Sign Document after the lead is converted to a Contact or Account?

If you are using the Zoho Sign extension in CRM, when a lead is converted to a Contact/Account, the Contact in 'Zoho Sign Documents' module will not be updated. This is a workaround step to update the details in the Zoho Sign Documents module each time a lead is converted.
  1. Navigate to Setup -> Customization -> Modules and Fields -> Leads -> Edit Layout.
  2. Add a new field of type 'Single Line' with the name 'Lead Conversion ID'.
  3. Edit the properties of this field, then select the checkbox for Also create for Account.
  4. Navigate to Setup -> Automation -> workflow rules. 
  5. Create a new rule: module = Leads.
  6. On record action -> Create -> All Leads -> create new function. 
  7. Edit arguments of the function -> set name of argument as 'leadId' and select value from 'Leads' module and 'Lead Id' field.
  8. Copy and paste the below code and save the function and workflow. 
    zoho.crm.updateRecord("Leads", leadId, {"Lead_Conversion_ID":leadId+""});
  9. Navigate to Setup-> Automation -> workflow rules. 
  10. Create a new rule: module = Contact.
  11. On record action -> Create.
  12. Set condition as 'Lead Conversion Id' is not empty-> create new function.
  13. Edit arguments of the function  and create 2 new arguments.
  14. Set name of argument as 'contactid' and select value from 'Contact' module and 'Contact Id' field.
  15. Set name of argument as 'leadConversionId' and select value from 'Contact' module and 'Lead Conversion Id' field.

    Copy and paste the below code, save function, and workflow.
  1. resp = zoho.crm.searchRecords("Zoho Sign__Zoho Sign_Documents","(Zoho Sign__Lead:equals:" + leadConversionId + ")");
  2.  if(resp.size() > 0)
  3.  {
  4.   zsID = resp.get(0).get("id");
  5.   zscontact = Map();
  6.   zscontact.put("Zoho Sign__Contact",contactId);
  7.  //Lead that is converted to Contact is updated in the Zoho Sign Documents module
  8.   info zoho.crm.updateRecord("Zoho Sign__Zoho Sign_Documents",zsID,zscontact);
  9. }

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      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.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Zoho Sign integration with Zendesk Sell

                                                                                                          Available only in Enterprise edition and in US data center Zoho Sign now readily integrates with Zendesk Sell, a customer relationship management solution that helps the sales team of all sizes and types to maximize productivity and boost revenue. ...
                                                                                                        • Zoho Sign credits

                                                                                                          What are Zoho Sign credits and what are they used for? Zoho Sign credits are a prepaid add-on that requires an additional purchase on top of the subscription cost of the Zoho Sign general licensing plans. Zoho Sign credits are consumed when users in ...
                                                                                                        • Checking the status of all the E-sign documents in Zoho People

                                                                                                          Available in all data centers. Administrators can find all the documents that has been sent for signature from within Zoho People in Operations > Files > E-sign Documents. This includes documents sent from all the Forms, Employee files, and ...
                                                                                                        • Integrating Zoho Sign with Zoho People

                                                                                                          Available in all Data Centers. From onboarding documents to exit letters, the HR department handles tons of employee and company information. Most of these documents will require signatures from the employees, after which they need to be returned and ...
                                                                                                        • Zoho Sign integration with Pipedrive

                                                                                                          Available only in Enterprise edition Zoho Sign now integrates with Pipedrive, customer relationship management software that helps small and medium businesses to manage their sales pipeline. This integration can help sales team to directly send ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources