Power of Automation: Streamline Deal creation in Zoho CRM automatically when a Project is created in Zoho Projects.
Hello Everyone,
Here we are again with another requirement that was fulfilled utilizing the Project Custom Functions.
Here we are again with another requirement that was fulfilled utilizing the Project Custom Functions.
A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it.
Requirement:-
With the available Zoho Projects and CRM integration, Projects created in Zoho Projects should be manually associated to the Deals if needed from the Deals module in Zoho CRM. One of our customers would like to automatically create a Deal in Zoho CRM with the name of the project when a project is created in Zoho Projects. Also, they wanted to associate the project with that Deal.
Requirement:-
With the available Zoho Projects and CRM integration, Projects created in Zoho Projects should be manually associated to the Deals if needed from the Deals module in Zoho CRM. One of our customers would like to automatically create a Deal in Zoho CRM with the name of the project when a project is created in Zoho Projects. Also, they wanted to associate the project with that Deal.
This automation was implemented using Custom Functions in Zoho Projects along with Project Workflow Rules.Custom function code:-
acctId = "XXXXXXX";
acctDetails = zoho.crm.getRecordById("Accounts",acctId.toLong());
mp = Map();
mp.put("Deal_Name",projectName+"1");
mp.put("Account_Name",acctId.toLong());
mp.put("Owner",ifnull(acctDetails.get("Owner"),"").get("id"));
mp.put("Amount",ifnull(acctDetails.get("Annual_Revenue"),"0.0").toDecimal());
mp.put("Stage","Qualification");
mp.put("Closing_Date",today.toDate().addDay(5));
create = zoho.crm.createRecord("Deals",mp);
dealId = create.get("id");
mp.clear();
mp.put("name",projectName);
mp.put("project_owner","");
datalist = List();
datalist.add(mp);
datamp = Map();
datamp.put("data",datalist);
resp = invokeurl
[
url :"https://www.zohoapis.com/crm/v2/Deals/" + dealId + "/Zoho_Projects/" + projectId
type :POST
parameters:datamp.toString()
connection:"YYYYYYY"
];
return "success";
Make sure to replace XXXXXXX with the Account Id in Zoho CRM and YYYYYYY with the Zoho OAuth connection link name which has the scopes: ZohoProjects.portals.ALL, ZohoProjects.projects.ALL, ZohoCRM.modules.ALL. Check this link to learn how to create the connection. Please find the screenshots of the list of parameters to be mapped and sample workflow rules for reference.
By utilising the custom function provided above, we have embraced automation as an alternative to manually associating the projects to CRM.
We hope you found this post useful. If you have any questions, feel free to share them in the comments below.
Topic Participants
Saraswathi S
Sticky Posts
Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedTip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enableRename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelledProject Billing with the Staff Hours Method in Zoho Projects
The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service