Function for Emails tranfer from Lead to Deal

Function for Emails tranfer from Lead to Deal

Hi

Due to the fact that my Deals conversion needs to be done in 2 ways - depending on the fact if those records already exists or not - resources in fields are different.
I am making function control conversation for Leads but I have problem with transferring email communication to Deal.
Here's a detailed explanation of the code and its functionality:

/**
 * Function: LeadAktualizacjaKontaktFirmaPrzeniesienieDzialanNaDealaV1
 * Purpose: Converts a Lead to a Deal and transfers all related emails to the new Deal
 * 
 * Main operations:
 * 1. Creates a new Deal from Lead data
 * 2. Finds all emails related to the Lead
 * 3. Updates email associations to point to the new Deal
 * 
 * @param leadId - The ID of the Lead to be converted
 */
void automation.LeadAktualizacjaKontaktFirmaPrzeniesienieDzialanNaDealaV1(String leadId)
{
    try 
    {
        // Deklaracja wszystkich zmiennych
        leadData = null;
        kontakt = null;
        firma = null;
        dealName = null;
        dealOwner = null;
        leadOwner = null;
        dealMap = Map();
        newDeal = null;
        dealId = null;
        emailList = null;
        emailIdVal = null;
        updateMap = null;
        updateResult = null;
        eml = null;
        
        // Pobranie danych leada
        leadData = zoho.crm.getRecordById("Leads",leadId);
        if(leadData.isEmpty())
        {
            info "BŁĄD: Lead o ID " + leadId + " nie został znaleziony.";
            return;
        }
        
        kontakt = leadData.get("Kontakt_w_bazie");
        firma = leadData.get("Firma_w_bazie");
        dealName = leadData.get("Pods_Nazwa_Firmy");
        dealOwner = leadData.get("Dla_Salesa");
        leadOwner = leadData.get("Owner");
        
        dealMap.put("Deal_Name",dealName);
        dealMap.put("Account_Name",firma.get("id"));
        dealMap.put("Contact_Name",kontakt.get("id"));
        dealMap.put("Stage","Spotkania");
        dealMap.put("Pipeline","Standard");
        dealMap.put("Owner",dealOwner);
        dealMap.put("Created_By",leadOwner);
        dealMap.put("Lead_provided_by",leadOwner);
        
        if(leadData.get("Lead_Source") != null)
        {
            dealMap.put("Lead_Source",leadData.get("Lead_Source"));
        }
        if(leadData.get("TTP_rezultat") != null)
        {
            dealMap.put("TTP_result",leadData.get("TTP_rezultat"));
        }
        if(leadData.get("Istniejaca_centrala") != null)
        {
            dealMap.put("Centrala",leadData.get("Istniejaca_centrala"));
        }
        if(leadData.get("E_hardware") != null)
        {
            dealMap.put("Wartosc_hardware",leadData.get("E_hardware"));
        }
        
        info "========= START TWORZENIA DEALA I PRZENOSZENIA MAILI =========";
        info "Rozpoczęto dla leada: " + leadId;
        info "Tworzę Deal z danymi: " + dealMap.toString();
        newDeal = zoho.crm.createRecord("Deals",dealMap);
        if(newDeal.get("id") == null)
        {
            info "BŁĄD: Nie udało się stworzyć Deala";
            return;
        }
        dealId = newDeal.get("id");
        info "✓ Utworzony Deal ID: " + dealId;
        
        info "--- Przenoszenie emaili ---";
        emailList = zoho.crm.searchRecords("Emails","(Lead_Id:equals:" + leadId + ")");
        if(emailList != null && !emailList.isEmpty())
        {
            info "Debug: Liczba znalezionych emaili: " + emailList.size();
            
            for each eml in emailList
            {
                try
                {
                    if(eml != null)
                    {
                        info "Debug: Struktura emaila: " + eml.toString();
                        
                        // Próbujemy pobrać ID bezpośrednio
                        emailIdVal = eml.get("id");
                        
                        if(emailIdVal != null)
                        {
                            updateMap = Map();
                            updateMap.put("What_Id",dealId);
                            updateMap.put("$se_module","Deals");
                            
                            info "Debug: Próba aktualizacji emaila o ID: " + emailIdVal;
                            updateResult = zoho.crm.updateRecord("Emails",emailIdVal,updateMap);
                            
                            if(updateResult != null && updateResult.get("id") != null)
                            {
                                info "✓ Email " + emailIdVal + " przeniesiony";
                            }
                            else
                            {
                                info "Błąd: Nie udało się zaktualizować emaila " + emailIdVal;
                            }
                        }
                        else
                        {
                            info "Błąd: Nie znaleziono ID dla emaila";
                        }
                    }
                }
                catch(e)
                {
                    info "BŁĄD przenoszenia emaila: " + e.toString();
                    info "Debug: Szczegóły emaila powodującego błąd: " + eml.toString();
                }
            }
        }
        else
        {
            info "Nie znaleziono żadnych emaili do przeniesienia";
        }
        
        info "========= ZAKOŃCZONO TWORZENIE DEALA I PRZENOSZENIE MAILI =========";
    }
    catch (ex)
    {
        info "Wystąpił błąd główny: " + ex.toString();
    }
}

Here's what each part of the code does:

1. **Lead Data Retrieval and Deal Creation**:
   - Retrieves Lead data using `zoho.crm.getRecordById("Leads", leadId)`
   - Extracts important fields: Contact, Company, Deal Name, Deal Owner, etc.
   - Creates a Deal Map with required fields:
     ```javascript
     dealMap.put("Deal_Name", dealName);
     dealMap.put("Account_Name", firma.get("id"));
     dealMap.put("Contact_Name", kontakt.get("id"));
     dealMap.put("Stage", "Spotkania");
     dealMap.put("Pipeline", "Standard");
     // ... other fields
     ```
   - Creates a new Deal record using `zoho.crm.createRecord("Deals", dealMap)`

2. **Email Migration**:
   - Searches for related emails using `searchRecords`:
     ```javascript
     emailList = zoho.crm.searchRecords("Emails", "(Lead_Id:equals:" + leadId + ")");
     ```
   - This search should return all emails associated with the Lead

3. **Email Association Update**:
   - For each found email, attempts to:
     - Get the email's ID
     - Create an update map with new Deal association:
       ```javascript
       updateMap.put("What_Id", dealId);
       updateMap.put("$se_module", "Deals");
       ```
     - Update the email record to point to the new Deal using `zoho.crm.updateRecord("Emails", emailIdVal, updateMap)`

**Current Issues**:
1. The email search returns records (4 emails found), but we're having trouble accessing the email ID field
2. The update operation fails due to data type issues with the email ID

**Requirements for Zoho Support**:
1. Need to confirm the correct field name for email ID in the search results
2. Need guidance on the correct way to update email associations when converting from Lead to Deal
3. Need to understand if there are any specific data type requirements for the email ID when updating records

**Test Results**:
========= START DEAL CREATION AND EMAIL TRANSFER =========
Started for lead: 751364000004048409
Creating Deal with data: {"Deal_Name":"Account Name","Account_Name":"751364000002639001","Contact_Name":"751364000004048395","Stage":"Meetings","Pipeline":"Standard","Owner":{"name":"Artur Sznek","id":"751364000000551001"},"Created_By":{"name":"Name","id":"751364000000416001","email":"k******.*****@*****.com"},"Lead_provided_by":{"name":"Name","id":"751364000000416001","email":"k******.*****@*****.com"},"TTP_result":232,"Central":"234","Hardware_value":72364}
✓ Created Deal ID: 751364000004185020
--- Email Transfer ---
Debug: Number of emails found: 4
ERROR transferring email: Error at line : 66
ERROR transferring email: Error at line : 69
========= DEAL CREATION AND EMAIL TRANSFER COMPLETED =========
Could you please help with:
1. The correct way to access email IDs from search results
2. The proper data type for email IDs when updating records
3. Any specific requirements for updating email associations in Zoho CRM

The code is functional for Deal creation but needs assistance with the email transfer portion.


Thank you in advance for help
kochnik


    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • 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

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ






                              ご検討中の方

                                • Recent Topics

                                • ERROR_CODE :554, ERROR_CODE :rejected due to spam

                                  Please verify bounce message: This message was created automatically by mail delivery software.  A message that you sent could not be delivered to one or more of its recipients. This is a permanent error.  xxx@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE :rejected due to spam content yyy@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE :rejected due to spam content  Received:from RMRPC (190.102.146.226 [190.102.146.226]) by mx.zohomail.com with SMTPS id 1376415816667533.3706558194896; Tue,
                                • Request to Customize Module Bar Placement in New Zoho CRM UI

                                  Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive
                                • Expand Zia's Language Support and AI Capabilities

                                  Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a
                                • Average Costing / Weighted Average Costing

                                  Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.
                                • Links in Instagram

                                  Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images
                                • Zoho Social integration with Zoho Flow

                                  Is there any plans for Zoho Social integration with Zoho Flow?
                                • Adding tag to specific record as an acion in a workflow

                                  Hi! I've created the following workflow in the module 'Leads'. When a record meets the criteria, there should be a tag added to the specific record in the module 'Contacts'. In the module 'Leads', there is a look-up field named 'Kandidaat' which is connected
                                • How to query for Deals record based on Pipeline?

                                  I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'Invalid
                                • CRM formula field help

                                  Hello! i was hoping to get some help with a formula i'm creating within a module. I'm looking to make a formula that changes based on a date field but based upon the present date. This is the formula i have so far: If(Now() < ${Instructors.Start Date},
                                • Change to copy/paste functionality in Deluge code editor

                                  Recently there was a change to the Deluge code etidor where it now inserts backslashes into strings automatically when copying/pasting strings with double quotes, it's a nightmare to have to go delete all these. Is it possible to toggle this on or off?
                                • ChatGPT only summarize in English

                                  Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.
                                • Chart with Filtered Data vs Unfiltered Data

                                  I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the
                                • BIN Locations

                                  Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks
                                • Can't verify domain with AWS Route53

                                  I have a domain successfully transferred to AWS Route53 from NameCheap. When I try to CNAME or TXT Records as suggested, they are added in AWS console however zohomail does not verify them.  For the TXT record zohomail says the value is wrong, whereas for CNAME record zohomail can't find any CNAME record. I don't know what to do! 
                                • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                  As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
                                • Create a custom button to modify custom fields in zoho Inventory

                                  I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhere
                                • Canadian payroll

                                  Hello ZOHO, is any updates on when payroll for Canada will be available?
                                • Default reminders on Emails

                                  I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requires
                                • Update Department on Ticket (with applied Blueprint)

                                  Hello, Is it possible to update the Department of a ticket which is dictated by a blueprint, e.g. I would like to change departments at different states in the Blueprint. I do not see this is an option in workflow rules or blueprint transition actions,
                                • in zoho assist I would like to temporarliy go into view only mode

                                  During a zoho assist remote support / remote control session, I would like an option to turn off control, and go into view only mode. Then later, turn back on control, all within the same session. (Many other remote login apps have this feature.) For
                                • Issue Configuring SSO Integration with Cognito in Zoho Help Center

                                  Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The
                                • QR code image is not exported in PDFs

                                  The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file
                                • Zoho notes list issue

                                  Hi team, Suddenly my extension is not working and I could not find the extension in my marketplace list anymore. Extension version deprecated This version of the extension is no longer in use. Please update the extension and try again.
                                • Assignment Rule: Immediate Ticket Assignment to Agents Upon Shift Start

                                  Dear Zoho Desk Team, I hope this message finds you well. Currently, when the option to assign tickets to offline agents is turned off, agents who come online during their shift have to wait for about 30 minutes before any tickets from the queue are assigned
                                • Change email template depending on answer from form

                                  Is it possible to set up the following in Zoho Desk: When a user submits a ticket via the Zoho Help Center's form, they can select an answer from a dropdown field. In this example, the dropdown options are 'Option A' and 'Option B.' If a user selects
                                • Kaizen #171: FAQs on COQL API

                                  Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address some of the most frequently asked questions about Zoho CRM's COQL API from the Zoho CRM Developer Community Forum. COQL API Query API lets you query for records
                                • Issue with Date Placeholder Formatting in Ticket ID Customization

                                  Hello Support Team, I'm experiencing an issue with the date placeholder formatting in Zoho Desk's Ticket ID customization. Specifically, when using the `{{DD}}` placeholder for the day in the prefix or suffix, the output displays the day as a single digit
                                • Time Field

                                  Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created
                                • Zoho CRM Widget and translations

                                  Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go inside it and how is it supposed to be accessed from the Widget/javascript? Thanks
                                • Feature Req - See imap emails in Timeline tab of a deal

                                  In many other CRMs such as pipedrive and hubspot, when you are looking at the timeline of a deal you can also see snippets of emails that have been sent or received and then click to view the full message. This gives users a fast way to catch up on EVERYTHING
                                • HOW TO: Searching a thread (email body/text) with a custom function, allowing filtering and specific actions

                                  We are still trialing out Zoho at this time, but have found a major expected feature to be missing - the ability to search within the text of an email for automation/workflows. NOTE: You need to create a connection for zohodesk under settings -> Developer
                                • Partnership Proposal for Supporting Number Porting Services in Singapore

                                  Dear Zoho Representative’s, I hope this message finds you well. My name is Honelito Gilos, and I represent Borderless Hub Pte Ltd (Singapore). We are a Telco here in Singapore specialising in providing seamless number porting services, and I’m reaching
                                • Tip #2: Prefill forms automatically with existing Zoho CRM data

                                  How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM
                                • Pushing GCLID info from Gravity Forms to ZohoCRM

                                  We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the
                                • Organization Variables - Restrict Access

                                  Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates
                                • Massive price increase for user licenses of Zoho Portal

                                  This actually a complaint about this announcement: https://help.zoho.com/portal/en/community/topic/free-user-licenses-across-all-portal-user-types You present this as an enhancement. And, yes, while reading the main part, I'd agree that (for smaller companies),
                                • Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

                                  Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five
                                • Quickbooks conversion and Internet sales

                                  Hello, we are considering converting from Quickbooks enterprise to Zoho Books and using MonotorZ for our mrp needs. Today we import Internet sales under a single customer with multiple ship to addresses. We want to maintain the detail in CRM for marketing
                                • KPI widget with percentage

                                  I'm trying to create a KPM widget that displays current performance as a percentage - something like the picture below. I've tried following the instructions at https://www.zoho.com/analytics/help/dashboard/kpi-widgets.html#chart but nothing ends up being
                                • How to add two columns in Zoho forms

                                  I would like to have two columns in Zoho forms. How can i enable two columns?
                                • Next Page