Transfer contact to a lead.

Is there a way to transfer a contact from CRM to a lead without having to re enter everything.

Moderation Update:

I'm locking this post as we have provided a possible workaround to achieve this case: transferring contacts back to leads.

continfo = zoho.crm.getRecordById("Contacts", contId.toLong());

mp = map();

mp.put("Last_Name",continfo.get("Last_Name"));

mp.put("Owner",continfo.get("Owner").get("id"));

mp.put("First_Name",ifnull(continfo.get("First_Name"),""));

acctname = ifnull(continfo.get("Company_of_Employment"),"");

if(acctname != "")

{

mp.put("Account_Name",acctname.get("id"));

}

mp.put("Lead_Source",ifnull(continfo.get("Lead_Source"),""));

mp.put("Description",ifnull(continfo.get("Description"),""));

mp.put("Email",ifnull(continfo.get("Email"),""));

mp.put("The_un",ifnull(continfo.get("industry"),""));

mp.put("Lead_Rating_5_Being_the_Strongest",ifnull(continfo.get("Lead_Rating_5_Being_the_Strongest"),""));

mp.put("LinkedIn",ifnull(continfo.get("LinkedIn"),""));

mp.put("Mobile",ifnull(continfo.get("Mobile"),""));

mp.put("Other_Phone",ifnull(continfo.get("Other_Phone"),""));

mp.put("Other_Zip",ifnull(continfo.get("Zip_Code"),""));

mp.put("Other_State",ifnull(continfo.get("State"),""));

mp.put("Other_Street",ifnull(continfo.get("Street"),""));

create = zoho.crm.create("Leads", mp);

info create;

// Notes

RelatedNotes = zoho.crm.getRelatedRecords("Notes", "Contacts", input.contId.toLong());

for each note in RelatedNotes

{

notemap = Map();

notemap.put("Parent_Id",create.get("id"));

notemap.put("Note_Content",note.get("Note_Content"));

notemap.put("Note_Title",note.get("Note_Title"));

notemap.put("se_module","Leads");

notecreate = zoho.crm.create("Notes",notemap);

}

// Tasks

reltasks = zoho.crm.getRelatedRecords("Tasks","Contacts",input.contId.toLong());

for each task in reltasks

{

taskmap = Map();

taskmap.put("What_Id",create.get("id"));

taskmap.put("$se_module","Leads");

taskmap.put("Who_Id","");

updatetask = zoho.crm.update("Tasks",task.get("id"),taskmap);

info updatetask;

}

// Events

relevents = zoho.crm.getRelatedRecords("Events","Contacts",input.contId.toLong());

for each events in relevents

{

eventmap = Map();

eventmap.put("What_Id",create.get("id"));

eventmap.put("$se_module","Leads");

eventmap.put("Who_Id","");

updateevent = zoho.crm.update("Events",events.get("id"),eventmap);

info updateevent;

}

// Calls

relcalls = zoho.crm.getRelatedRecords("Calls","Contacts",input.contId.toLong());

for each call in relcalls

{

callmap = Map();

callmap.put("What_Id",create.get("id"));

callmap.put("$se_module","Leads");

callmap.put("Who_Id","");

updatecall = zoho.crm.update("Calls",call.get("id"),callmap);

info updatecall;

}

// campaigns

relatedcamp = zoho.crm.getRelatedRecords("Campaigns","Contacts",contId.toLong());

for each camp in relatedcamp

{

mp=map();

mp.put("CAMPAIGNID",camp.get("id"));

resp = zoho.crm.updateRelatedRecord("Campaigns",camp.get("id").toLong(),"Leads",create.get("id"),mp);

info resp;

}

// products

relatedproducts = zoho.crm.getRelatedRecords("Products","Contacts",contId.toLong());

for each product in relatedproducts

{

mp=map();

mp.put("PRODUCTID",product.get("id"));

resp = zoho.crm.updateRelatedRecord("Products",product.get("id").toLong(),"Leads",create.get("id"),mp);

info resp;

}

//Attachments

relatedrcords = zoho.crm.getRelatedRecords("Attachments","Contacts",contId.toLong());

attachid = List();

for each ele in relatedrcords

{

attachementId = ele.get("id");

attachid.add(attachementId);

}

for each ele in attachid

{

downloadFile = invokeurl

[

url: "https://www.zohoapis.com/crm/v7/Contacts/" + contId + "/Attachments/" + ele

type: GET

connection : xxxxxxxx

];

resp = zoho.crm.attachFile("Leads",create.get("id"),downloadFile);

info resp;

}

deleteResp = zoho.crm.invokeConnector("crm.delete",{"module":"Contacts","id":contId});

info deleteResp;

return "Success";

Replace 'xxxxxxxx' in the code with the connection name.

Steps to create Connections:

1) Navigate to Settings --> Developer Space --> Connections

2) Click " Add Connection"

3) Choose Zoho OAuth

4) Choose the scope -  zoho.crm.modules.all

5) Click " Create and Connect"

6) Click " Connect" and click " Agree"

Points to remember:

Please ensure to use the respective API names of the fields.

You can use the code shared above in a custom button. However, it can also be used for workflow rules—just remove the last line -- return "Success";

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