Help request for a deluge script that checks for incoming email from a contact.

Hello,

I would like to please request a script for my Enterprise edition CRM.

It is really a simple script; but it needs a little bit of an introduction.

So first let me describe what I am trying to accomplish, and then I will describe what I would like the custom script to do (I'll write that in bold below).

Here's what I am trying to accomplish:

I have set up a Rule to send out an automated email to my Potential 4 days after the Close Date.

However, if the Potential emails me back (say, with a question), I do not want them to receive the automated reminder email later that day, as though we weren't even talking. It would no longer be appropriate for that Potential to receive the scheduled automatic template email.

Does that make sense?

I know it's not possible to update any fields (the Close Date) based on the receipt of an incoming email. But I think I have come up with a work-around using Macros and Deluge.

The point is to get Zoho to update a field (the Close Date )within the Potential whenever a new incoming email arrives from that person.

So here's my idea.

FIRST- I created a new custom Field in the Potential module. It's a "Date/Time" type of field, and it is called "Timestamp". "Timestamp" does not have a default value. Whenever I convert a Lead to create a new Contact/Potential, that field is left BLANK.

SECOND - Every morning, I will run a macro within the Potentials tab that updates the "Timestamps" field in all active Potentials to Date of Execution (today).

THIRD -

I would like to set up a workflow rule that does the following.

Rule Trigger: Execute based on a Record Action >> Record action is: Field Update ("Timestamp" field).

Rule Criteria: Whenever "Timestamp" is ${TODAY}

Rule Action: Call Custom Function >> Write your Own

So whenever the Timestamp field gets updated to Today (which happens whenever I run the macro), then this new Rule gets triggered.

Here's what the action should do (this is what I want the scripting to accomplish):

(1) Check for any incoming emails received from this person. (I can set it up so that all Contacts get routed to one single folder, and you can just set it to check that folder if needed).

(2) Update the "Close Date" field in the Contact/Potential to THE DATE THAT EMAIL WAS RECEIVED.

(If that is not possible, at least just update it to "TODAY").

I think this should be fairly do-able....

And if it is, then I can see from other threads that it will be very helpful to other Zoho customers!!!

Thanks!

Kim

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
kimberly
Dave
Pheranda Nongpiur

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