Sync custom module ID to Lead module

Sync custom module ID to Lead module

Hello,

I am trying to sync Contract ID (custom module) from Deal module. I have an existing function that whenever a contract is created, it will automatically creating deals based on the frequency of the contract. Now i am having problem to show the contact number and contract ID in the Deal module. please see function below.

if(visitdate1 != null)
{
Dealname1 = Dealname + " - Visit 1 ";
PotentialMap = Map();
PotentialMap.put("Interested_Services1",ifnull(interestedServices,""));
PotentialMap.put("Deal_Type","Contract");
PotentialMap.put("Related_Country",ifnull(contDetails.get("Related_Country"),""));
PotentialMap.put("Amount",ifnull(finalamount_str,""));
PotentialMap.put("Deal_Name",ifnull(Dealname1,""));
PotentialMap.put("Closing_Date",ifnull(currentDate,""));
PotentialMap.put("Job_Date",ifnull(visitdate1,""));
PotentialMap.put("Stage","Booked");
PotentialMap.put("Payment","No Prepayment");
PotentialMap.put("Contact_Name",ifnull(contDetails.get("Contact_Name"),"").get("id"));
PotentialMap.put("Contract",contId);
PotentialMap.put("Owner",ifnull(contDetails.get("Owner"),"").get("id"));
PotentialCreate = zoho.crm.createRecord("Deals",PotentialMap);
info PotentialCreate;

I want to add these 2 fields - Primary Phone and Contract ID


      • 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
      • 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,
      • Function-2: Round-Robin assignment of records

        Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the

        • Recent Topics

        • Is the Contacts sync between Campaigns and CRM bi-directional?

          Is the Contacts sync between Campaigns and CRM bi-directional?
        • Problem with multiple pages record template

          Hi, I have a record template with multiple pages. When I print, it has gaps between pages. How can i fix it?
        • Guidance on Making Zoho Desk Connections Available for All Data Centers

          Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
        • Issues with certain CRM, Desk & webhook blocks in Guided Conversations

          Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot
        • Unable to load your extension. Please check your plugin-manifest or Resources.json.

          Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.
        • Use Zoho Creator as a source for merge templates in Zoho Writer

          Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from
        • Analytics Module: Can you move items from one dashboard to another?

          Is there a way to move items from one dashboard to another?  I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to
        • How can I insert and update field data of a sub-form without adding data into the main form’s mandatory fields.

          1. I have a main form that contains a sub-form. I need to update the data of the sub-form from a function, but I am unable to do so. How can I achieve this in Zoho Creator? 2. How can I insert data into a sub-form without inserting data into the mandatory
        • Can't delete/hide related lists

          Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list
        • Make Widgets Clickable or Copiable

          Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link
        • Custom API - Need to create a string return value, not only MAP

          @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?
        • Automate data upload process like reports

          I'll start with the end in mind.  I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software.  Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way
        • How to report and analyze a multi-select field entries distinctly ?

          As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries
        • Address Autofill

          Hi I'm having issues with the address autofill tutorial (https://zurl.co/rGXQ). I have followed each step in the tutorial, but when i paste the code into a workflow/function, i'm getting the following error code: Improper code format Correct format :
        • Sync custom module ID to Lead module

          Hello, I am trying to sync Contract ID (custom module) from Deal module. I have an existing function that whenever a contract is created, it will automatically creating deals based on the frequency of the contract. Now i am having problem to show the
        • In Kiosk, please support "File upload field" in the "Field Update" action

          Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,
        • can I link a contacts to multiple accounts

          can I link a contacts to multiple accounts
        • Change Last Name to not required in Leads

          I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
        • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

          Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "
        • Zoho Creator - Zoho Analytics

          I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?
        • The Social Wall: November 2024

          Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integrating
        • Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

          Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
        • Add an action to set agent as a member of a team in zoho desk

          Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram
        • Power of Automation :: Automatically set the dependency between Parent task and the respective sub tasks

          A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
        • Registration in community

          Namaste I am from Shimla, But there is no option selection of shimla.
        • Number of Workflow runs

          Is there a way in Zoho desk to see statistics regarding workflows, rules and other automation objects? Would be nice for several reasons: You could ensure that your workflows are actually running. You could determine which ones weren't being used so you
        • Spell Check default language

          Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente
        • Function #4: Schedule Customer Statements

          Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
        • Music files on Zoho Docs

          1) Uploaded a ma3 music file from Itunes.  When I click on the link, i go to the page and see a music player but it doesn't play.  Clicking on the play arrow does nothing.  How to fix???? 2) Also, when i put up a .zip file  and goto the page, anyone download it.  That's fine. But with a music file, all I get is that non functional player with no way to simply download the song. Do I have to zip every song so it can be downloaded?
        • Why is there no integration with native Brazilian shipping methods?

          Zoho Commerce is a powerful platform for e-commerce, but its lack of integration with native Brazilian shipping solutions is a significant limitation for users in Brazil. Integrating with popular shipping providers like Correios, Frenet, and Kangu would
        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/19)

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 12月開催のZoho ワークアウトについてお知らせします。 参加登録はこちら: https://us02web.zoom.us/meeting/register/tZAqdOCrrDMtGdL3w__UraUPaZxJpeS_wcyt ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。
        • Restrict Employees Access to Zoho Support

          Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one support
        • Task Due dates and Reminder Date & Time

          I like to have a reminder on many tasks in Zoho Recruit. I find the process cumbersome in that each task requires the following: 1. click and select due date 2. Click the reminder box 3. Click on (Reminder) Start Date 4. Click on (Reminder )Time If one
        • Contacts Don't Always Populate

          I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones
        • How to import timesheets or entries into a projecgt

          How can one import timesheets into a project via a csv file?
        • Automatic License Management Upon User Deactivation in Zoho One

          Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by
        • Shared Snippets Everyone

          Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets
        • Introducing parent-child ticketing in Zoho Desk [Early access]

          Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
        • How to suppress display of "USD" of currency field?

        • New permissions for accessing emails sent via Zoho CRM

          Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose
        • Next Page