Round robin lead assignment for leads generated via ZOHO Forms. #23

Round robin lead assignment for leads generated via ZOHO Forms. #23



We are up with the hack for this week.


All of us do various marketing strategies in fetching leads via various source by importing them, using APIs, web forms and also by adding them manually . While the leads are added we will also be assigning them to the users in our CRM.


We had an interesting conversation with one of our customers who use ZOHO FORMS and ZOHO CRM and have integrated them. Now the user is generating leads via ZOHO forms and needs to assign leads in round robin option inside CRM. We have approvals, workflows etc, from forms to CRM but we do not have lead assignment rule available for zoho forms as of now. 


While we are working on this feature we came up with a work around to do this from our end.


How to do it ?


Step 1 :


Go to setup—> Customisation —>  Modules and fields —>  Leads —> Hover next to lead source field and click on gear icon —> Edit properties —> click + and then add ZOHO forms as an option inside .


Step 2 : 


Go to forms and while creating a form add ZOHO forms as a value under lead source in the form that you create in ZOHO FORMS as well.


Step 3 :


Go to CRM —> tools —> setup —> Automation —> Workflow rules —> Create rules —> Select leads from the drop down —> Name the rule —> On a record action —> Create —>  Next —> Select Lead source from the drop down and set it as ZOHO forms —Next —> Instant action —> Custom function —> +New Custom Function —> Write your own —> 


1) choose module as 'leads' 

2)Give custom function name and click on 'free flow scripting' 

3) copy and paste the code below 


leadIdStr = input.leadId.toString();

firstRefRecordDetails = zoho.crm.getRecordById("Leads", 1106291000003879069);

firstOwner = ifnull(firstRefRecordDetails.get("SMOWNERID"),"");

if (firstOwner = "1246943000000071001")

{

UpOwner = "1246943000004176205";

}

if (firstOwner = "1246943000004176205")

{

UpOwner = "1246943000000071001";

}

updatefirstRef = zoho.crm.updateRecord("Leads", "1106291000003879069", { "SMOWNERID" : UpOwner });

mp = map();

mp.put("SMOWNERID", UpOwner);

updateResp = zoho.crm.updateRecord("Leads", leadIdStr, mp);

info mp;

info updateResp;


Note : 


1.) Create a lead in CRM and after creating it you will see a URL link at the top and will have a series of number like , https://crmplus.zoho.com/private7/index.do#crm/EntityInfo.do?module=Leads&id=1929381000001981001. Use that lead ID number in the line 


firstRefRecordDetails = zoho.crm.getRecordById("Leads", 1106291000003879069); and please make sure that sample lead record is never deleted from your CRM.


2.) Go to tools—> setup —> users and controls —> Users —> Click on the user name and copy the number from the link there as well and use that 


if (firstOwner = "1246943000000071001”) and then select the second user and copy that number and use it in 


UpOwner = "1246943000004176205”;







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