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


-----------------------------------------------------------------------------------------------------------------------

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

-----------------------------------------------------------------------------------------------------------------------

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!

    • Sticky Posts

    • 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

    • User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

      Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

    • Custom Function : Automatically send the Quote to the related contact

      Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

    • Function #50: Schedule Calls to records

      Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

    • Function #37: Create a Purchase Order from a Quote

      Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

      • Recent Topics

      • View Linked Subscription on Invoice list

        When looking at the list of invoices in billing is it possible to see the subscription that an invoice is for. This would allow you to see if it's a subscription a customer is behind on, or they simply haven't paid a one time invoice.

      • Cannot delete old accounts

        Hello, I try to delete old accounts from CRM, but it won't permit, saying documents are still linked to them. I searched in CRM and BOOKS, found some documents and deleted them, but still CRM won't delete them. Any idea how to do that ? I have a lot of

      • How to start fresh after many years of using Zoho Books without deleting everything and creating a new organisation?

        Hi, I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take. Instead, I'd like back up my old records and start anew. What is the best

      • Is it possible to Bulk Update 'Product Name' in Zoho Desk?

        Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.

      • Feature Suggestion: Dynamic Browser Tab Icon for Check-in/Check-out Status

        Hello Zoho People Team, I am a regular user of Zoho People, and I believe I have a simple but powerful feature suggestion that would significantly improve the user experience for everyone. The Problem: Our team, and likely many others, sometimes forgets

      • Offline mode on Android TV app?

        Hello! Is there a way to use Zoho Show offline in the Android TV app? I have an Android TV based projector, and I travel with it, and don't want to have to rely on a steady internet connection when giving a presentation.

      • Choice-based Field Rules on Global Lists

        Hi, The new Choice-based Field Rules should also be able to work with Global Lists not just local lists. Thanks Dan

      • Tip #36- How to use Survey in Zoho Assist to capture valuable feedback from remote sessions- 'Insider Insights'

        How to use Survey in Zoho Assist to capture valuable feedback from remote sessions The survey feature allows technicians and customers to share their valuable feedback, contributing to the improvement of remote service quality. After the completion of

      • Formula Fields inside of Blueprint Transitions

        We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profit

      • Assigning multiple roles to a user in Creator

        Hi I find we can assign only one role and permission to an user in creator. There is a requirement to assign multiple roles and corresponding permission to one user. Is there any solution or workaround for this? Refer the screenshot below

      • Sudden Layout Issue After Last CSS Update for ZML (Temporary Fix Inside)

        Hi, Our clients have noticed today that every section laid out with ZML suddenly shows an unwanted top padding/blank space that interrupts the user screens. It appears that Zoho has changed the default CSS for the .zcp-col.zcp-panel-rowtype-auto element.

      • Improve History Feature in Zoho Inventory

        At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include

      • Writing by Hand in "Write" Notes

        Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

      • Why Server error in creatiing Landing Pages

        Hi Zoho Team, pls see my screenshot and tell me, what's wrong. Thx

      • Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings

        Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration

      • Bulk update account type when adding a bill

        Hi I've only been using Zoho Books for a short while but I'm impressed so far, keep up the great work. One minor issue I'm coming up against is when creating a new bill from a scanned document (supplier invoice). In some cases, the supplier invoice could

      • Narrative 3 - Comprehending User Management

        Behind the scenes of a successful ticketing system - BTS Series Narrative 3 - Comprehending User Management User management in a ticketing system is how administrators oversee user access, roles, and permissions. This process involves not just creating

      • Payment Schedule

        Please add the ability to create a payment schedule. The other options, like retainer invoices or two invoices, do not work for the customer.  We invoice a client and need to be able to show them everything they owe in one invoice, and when each payment

      • Useful enhancements to Mail Merge in Zoho CRM

        Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents

      • Product Details's Description is lost

        Hi CRM lost its description in Product details subform. Can you make some test before deploy any update?

      • Automatically Hide Unauthorized Sections from Agent Interface in Zoho Desk

        Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agent

      • メール一括配信の未送信のメールについて知りたい

        メール一括配信の後の、未送信のメールの数は添付のようにシステムから連絡がくるのですが それらの対象者を知りたい。レポートなど一覧で知りたい。 また配信対象者なのに（担当者、リード）の メールの履歴に配信したメールの件名でさえ表示されないのはどう理解したらよいのか知りたいです。 また、これらの人をレポートで一覧で出す方法を教えてください。把握したいためです。

      • Zoho Bookings Issues We are facing

        Hi team, Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business.  1: SMS reminders for staff  There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if

      • Booking outside of scheduled availability

        Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

      • Run workflow on data import in Creator 6

        How to run a workflow on data import in Creator 6?

      • Add Resource to Export

        The Export Data feature does not include a column for the Resource field. Without this column, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings. It seems to be an oversight,

      • Multi Day booking for resources

        I have following business-case: Rental for Tablets. Customer should be able to select how many device for how many days he'd like to rent. Same as a car rental for multiple days. Is this possible with Bookings on the current version?

      • Sales IQ - Bot Builder - Forward to Operator Action Card Improvement

        Hi team, It would be a great improvement to have an additional branch out of the Forward to Operator Action Card. I would like to allow 10 seconds for an operator to pick up the chat, if they don't or if they reject the chat I would like the Bot to continue

      • Zoho AI Translate Task as Rest API

        I cant find any docs on how to use Zoho AI Translate Task from a rest api call https://www.zoho.com/deluge/help/ai-tasks/translate.html I am working on a custom Widget and I dont think I can execute zoho deluge ai translate task from a custom widget.

      • Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

        Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers

      • How to Initiate WhatsApp Message on SalesIQ?

        I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.

      • Custom Roles & Granular Permission Control in Zoho SalesIQ

        Hello Zoho SalesIQ Team, We appreciate the functionalities offered by Zoho SalesIQ, but we would like to request a crucial enhancement regarding user roles and permissions. Current Issue: At present, Zoho SalesIQ provides fixed roles—Admin, Supervisor,

      • Upcoming Changes to LinkedIn Parsing in Resume Extractor

        Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

      • Add Usage & Voting Analytics for Knowledge Base Articles in Zoho SalesIQ

        Dear Zoho SalesIQ Team, We appreciate the current integration between Zoho Desk and Zoho SalesIQ that allows knowledge base articles to be synced and displayed to users directly within the SalesIQ chat interface. One valuable feature already available

      • Real-Time Alert or Status Indicator for WhatsApp Connection Issues in SalesIQ

        Hi Zoho Team, We’d like to request a feature enhancement in Zoho SalesIQ related to WhatsApp integration stability and visibility. Recently, we encountered a critical issue where our WhatsApp bot stopped responding to messages without any warning or alert

      • Customization of Chat Transcript Emails in Zoho SalesIQ

        Hi Zoho SalesIQ Team, I hope you're doing well. We would like to request the ability to customize the email template that is sent to clients when they request a chat transcript from SalesIQ. Currently, when a client clicks the button to receive their

      • Import from Linkedin

        Please provide a way to enable importing contact information for Contacts and Companies from Linkedin? Thanks

      • Books/Square integration with multiple bank accounts

        Hello, I need some workaround ideas! We have two parts of our business which have their own bank accounts and customers. We use 'locations' in Square to allocate the payments to the correct place and we use 'branches' in Zoho Books to define which transactions

      • The ability to format text fields, ie when data is number or currency

        Hello, I have spent some time trying to determine how to accomplish this but it appears to be impossible. I want to merge a currency field from CRM into a PDF document. The CRM data shows $1,234, but when zSign gets the data it shows 1234 in the text

      • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

        Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

      • Next Page