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.
- Navigate to Setup -> Customization -> Modules and Fields -> Leads -> Edit Layout.
- Add a new field of type 'Single Line' with the name 'Lead Conversion ID'.
- Edit the properties of this field, then select the checkbox for Also create for Account.
- Navigate to Setup -> Automation -> workflow rules.
- Create a new rule: module = Leads.
- On record action -> Create -> All Leads -> create new function.
- Edit arguments of the function -> set name of argument as 'leadId' and select value from 'Leads' module and 'Lead Id' field.
- Copy and paste the below code and save the function and workflow.
zoho.crm.updateRecord("Leads", leadId, {"Lead_Conversion_ID":leadId+""}); - Navigate to Setup-> Automation -> workflow rules.
- Create a new rule: module = Contact.
- On record action -> Create.
- Set condition as 'Lead Conversion Id' is not empty-> create new function.
- Edit arguments of the function and create 2 new arguments.
- Set name of argument as 'contactid' and select value from 'Contact' module and 'Contact Id' field.
- 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.
- resp = zoho.crm.searchRecords("Zoho Sign__Zoho Sign_Documents","(Zoho Sign__Lead:equals:" + leadConversionId + ")");
- if(resp.size() > 0)
- {
- zsID = resp.get(0).get("id");
- zscontact = Map();
- zscontact.put("Zoho Sign__Contact",contactId);
- //Lead that is converted to Contact is updated in the Zoho Sign Documents module
- info zoho.crm.updateRecord("Zoho Sign__Zoho Sign_Documents",zsID,zscontact);
- }
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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 ...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 ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources