Function #50: Schedule Calls to records

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 allows to make or take calls directly from the interface, instead of calling from a separate phone. And through this interface, calls can be facilitated within CRM. And while this is a handy feature, a peculiar issue pops up when the call process is automated. Call scheduling cannot be automated, but they could be scheduled as a task. And when the task reminder pops up, agent can make the call.

Wouldn't it be better to directly schedule the call? Many of our customers have been asked for options to automate call scheduling and the Function I'm sharing this week helps you do just that.


Getting started with the function

  1. Go to Setup > Customization > Modules and Fields > Leads > Links and buttons > + Create new button.
  2. Provide a name for the button. For example: "Schedule Call". Add a description(optional).
  3. Select the placement of the button as View page.
  4. Select the action to be performed as "Writing function".
  5. Copy the code given below.
  6. Click “Edit arguments”.
  7. Enter the name as “leadId” and select the value as “Lead Id”.
  8. Click Save&Execute Script.
  9. Save the script.
  10. Select the profiles who can view this button.
  11. Click Save.

The Code

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


leadDetails = zoho.crm.getRecordById("Leads", input.leadId);
createdtime = ifnull(leadDetails.get("Created_Time"),"").toTime("yyyy-MM-dd'T'HH:mm:ss").addDay(3);
mp = map();
mp.put("Subject", "Cold Call");
mp.put("Owner", ifnull(leadDetails.get("Owner"),"").get("id"));
mp.put("Call_Type", "Outbound");
mp.put("$se_module", "Leads");
mp.put("What_Id", input.leadId);
mp.put("Call_Start_Time", createdtime.toString("yyyy-MM-dd'T'HH:mm:ss+05:30"));
mp.put("$which_call", "ScheduleCall");
create = zoho.crm.create("Calls", mp);
info mp;
info create;
return "Success";

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

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.
  • You need to set this function under a Module, like 'Leads'. You can also set this function to trigger for any module you want.

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

    • Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

      Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support

    • Idea: Workflow Rule Trigger Only When Subform Row Is Updated (Thanks to New Inline Row Feature)

      Hi Zoho team and community, With the recent update to Zoho CRM, we can now add or delete rows inside subforms without entering edit mode, using the inline Add row button. This is a fantastic improvement for user experience — seamless, fast, and efficient.

    • Blocking / black listing customers

      Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.

    • Turning off the new UI

      Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

    • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

      In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple contacts, why was this feature not included. Now we have to miss out other contacts or enter them somewhere in the description.!!! this is bad.

    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

    • Change default "Sort by"

      Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change

    • Create project (flow) and assign to person without account (company)

      Hi Zoho Support & Community, I'm trying to automate a process using Zoho Flow to create a Zoho Project and link it directly to a Zoho CRM Contact. This reflects our B2C workflow where we primarily deal with individual Contacts, not Companies/Accounts.

    • Forte's Extra Costs

      Hello everyone in the Zoho community, I wanted to share some information about Forte in case anyone wanted to look into them as a processor.  I currently use Stripe, but wanted to use Forte's ACH to pay vendors and take ACH payments for our products.  This is one of the only ACH processors that Zoho accepts. They state their cost is $25/month plus their transaction fees for ACH.  However, after signing up and going through their approval process, I found this out they work with a PCI compliance service

    • Can Zoho CRM JS SDK Send Notifications, Create Tasks & Calendar Events?

      Hello everyone! I’m just starting to explore this topic, so please excuse my beginner-level questions! Is it possible to use the JS SDK (https://help.zwidgets.com/help/latest/index.html) to: Send messages (signals, notifications) to specific employees,

    • First Respons time questions regarding ticket SLA's, Ticket Re-Assignment, and Ticket Closure.

      I am chasing down a few outliers on tickets that my team is reporting to me seen in some of our Zoho Analytics Dashboards with regards to Zoho Desk with regards to First Response Time. Our support organization is setup with different SLA's based on three

    • Restricting Printing

      Hi Is it possible to stop users printing documents?

    • Backup and Restore of Projects

      Hi Guys, my boss asked me "do we store regulary offline Backups of Zoho Projects" and i could only answer "no way". Is there really no way to backup and restore a project manualy? As Projects is the main Product we decided to use Zoho it could be that

    • Enable Zia Bot for Intelligent Conversations in Zoho Cliq

      Hi Zoho Cliq Team, We would like to request a new feature: the ability to interact with Zia via a dedicated bot in Zoho Cliq, in a way similar to how users interact with GPT-based assistants. Use Case: We're looking for functionality beyond the existing

    • Zoho RPA is now available in your Zoho One bundle!

      Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

    • Script on Page used as dashboard don't work anymore

      Salut, I have a page used as dashboard that worked fine, but recently the workflows don't seem to work, I have the icons like on a page for portal user when I try to look at it as admin. See screen shot : Anybody knows what could have happen ? The only

    • Data types in custom fields

      Hi, I've been trying to create a custom field to enter purchase order dates , but there is only one data type in the drop down to choose from which is a "Text Box ( Single Line )". I need the "Date" Data type. Please give me a solution regarding thi

    • Change rate after xxxx kilometers

      Is there a way to change the miileage rate after a certain mileage. After 5000 kilometers, we want the rate to automaticly change. Thank !

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • Can't attach

      I am having problems sending attachments. I am trying to attach some PDFs to an email (as I do several times every day) but the progress bar on the attached file gets stuck somewhere between 20%-70% and when I hit send I get the error message 'Attachment

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • Existing subform data is being changed when new subform entries are added

      I'm having trouble with existing subform data being changed when new subform entries are created. I have the following setup to track registrations for a girl scout troop: Main Form: Child Subform: Registrations The data are a one-to-many relationship where each Child record has many Registrations (new Registration will be created for each year the child is in the troop.) Per the instructions, I have created the subfom, added it to the main form, gone back to the subform and created the bi-directional

    • Bigin: filter Contacts by Company fields

      Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

    • Button on Deal screen to automate changing deal dates?

      Hi I spend a lot of time working with our accounts managers here moving deals around the calendar, qualifying things etc. I'd like to have an easy way to change the closing date on a deal, from the deal screen table, rather than either click in to the

    • Support for Renaming System-Defined Fields in Zoho CRM

      Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

    • How to authenticate my domain on ovh

      I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zoho

    • Undelivered Mail Returned to Sender

      commerciale@etruriadesign.it, ERROR CODE :550 - "The mail server detected your message as spam and has prevented delivery." I have been corresponding with the receiver and they wrote "Ciao, ho fatto verificare ma purtroppo non è un problema che deriva

    • Kaizen #190 - Queries in Custom Related Lists

      Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within

    • Notifications no longer being sent to my email address for any scheduled events

      The last few weeks, I stopped receiving email notifications to my email for events I have scheduled and have a selected reminder option checked.

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Group to shared mailbox conversion

      Is it possible to convert a group in Zoho mail to a shared mailbox?

    • Mail Merge Stuck in Queue

      I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails through

    • why do I get error message each time I open zoho mail

      why do I get error message each time I open zoho mail

    • CRM HAS BEEN SOOO SLOW For Days 05/15/25

      I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers

    • Cross-department Parent-Child ticketing for faster and efficient ticket resolution

      Hello everyone, Organizations frequently need to have multiple departments set up in their customer service ticketing system. However, when a customer raises an issue or an internal process that requires agents to collaborate with their peers, a lack

    • Can't setup email on outlook (Android Phone)

      Dear All Support, I have tried many time to setup this zoho mail over the android phone (outlook app) . But it's always show me to check username/password of my email . But i can login from the webmail , that's why i confuse , How can i able to access

    • Having problem with MX records and SPF

      Hi there, I have been facing a problem that my zoho mail doesn't receive mail. See Error in below The MX Records of your domain(s) mydomain.com are not pointed to Zoho and you may not receive emails in Zoho SPF entries in your domains DNS are not configured

    • ZOHO Mail App Not working

      There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?

    • Account with own domain, IMAP vs IMAPPRO

      Hi, I have email account with my own domain. I use Em Client email plan and when I use IMAPPRO incoming host, email comes in Em Client only when I restart program. If I use IMAP incoming host everything is ok. Port is 993 both option. Why so? What´s different

    • Automatic Display the Price from CPQ

      Is it possible to display the discounted price from CPQ that I created for my customer? For example, when the customer selects Product A, instead of showing the default price, it should display the discounted CPQ price.

    • Next Page