Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

Zoho CRM Functions 53: Automatically name your Deals during lead conversion.



Welcome back everyone!

Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted.

Business scenario


Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such best practice is to have a standard naming convention for deals that enables easy management. That said, doing this manually during every lead conversion is not only time-consuming, but is also error-prone. The Function I’m sharing this week helps automate this process.

Each of us follow different naming conventions for deals that help quick recall and management. The code I’m sharing uses your Account name and the related Product name. This helps you easily relate the Account and the Product associated with the Deal. This might sound simple enough, but like they say, God is in the details :) Most often, the smallest details make the biggest impact.

Pre-requisite


  • Create a custom field under the name "Product Name" field in the Leads and Deals module before the lead conversion.
  • Whenever you click 'Convert' in the Lead record, you can see a "Lead Conversion Mapping" option in the right pane.
  • Map the "Product Name" custom field in the Leads module to the one in the Deals module.

Getting started with the function


  1. Go to Setup > Automation > Workflow Rules.
  2. Click '+ Create Rule'.
  3. Select the Deals Module and give the function a name and a description(optional).
  4. Select "On a record action".
  5. Select "Create".
  6. Select "All Deals" for the Condition.
  7. Choose "Function" from Instant Actions.
  8. Click "+New Function".
  9. Select "Write your own".
  10. Give a name for the function and copy the code given below.
  11. Click on Edit Arguments and choose 'Deal Id' and name it as 'acctname'.
  12. Choose 'Account Name' under Accounts section and name it as 'dealId'.
  13. Choose 'Product Name' and name it as 'productname'.
  14. Click on "Save and Associate".
  15. Save the workflow.

The Code


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mp=map();
mp.put("Deal_Name",acctname +" - " + productname);
update = zoho.crm.update("Deals", input.dealId.toLong(), mp);
info mp;
info update;

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Note


  • The code given above works only for V2 version of Zoho APIs. Please note that the code WILL NOT work for Version 1.0 APIs.

Found this useful? Try it out and let me know how it works! If you have questions, do not hesitate to ask! Do check out other functions shared in this series here.

See you all next week with another interesting function. Ciao!

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