Transfer contact to a lead.
Is there a way to transfer a contact from CRM to a lead without having to re enter everything.
Moderation Update:
I'm locking this post as we have provided a possible workaround to achieve this case: transferring contacts back to leads.
continfo = zoho.crm.getRecordById("Contacts", contId.toLong());
mp = map();
mp.put("Last_Name",continfo.get("Last_Name"));
mp.put("Owner",continfo.get("Owner").get("id"));
mp.put("First_Name",ifnull(continfo.get("First_Name"),""));
acctname = ifnull(continfo.get("Company_of_Employment"),"");
if(acctname != "")
{
mp.put("Account_Name",acctname.get("id"));
}
mp.put("Lead_Source",ifnull(continfo.get("Lead_Source"),""));
mp.put("Description",ifnull(continfo.get("Description"),""));
mp.put("Email",ifnull(continfo.get("Email"),""));
mp.put("The_un",ifnull(continfo.get("industry"),""));
mp.put("Lead_Rating_5_Being_the_Strongest",ifnull(continfo.get("Lead_Rating_5_Being_the_Strongest"),""));
mp.put("LinkedIn",ifnull(continfo.get("LinkedIn"),""));
mp.put("Mobile",ifnull(continfo.get("Mobile"),""));
mp.put("Other_Phone",ifnull(continfo.get("Other_Phone"),""));
mp.put("Other_Zip",ifnull(continfo.get("Zip_Code"),""));
mp.put("Other_State",ifnull(continfo.get("State"),""));
mp.put("Other_Street",ifnull(continfo.get("Street"),""));
create = zoho.crm.create("Leads", mp);
info create;
// Notes
RelatedNotes = zoho.crm.getRelatedRecords("Notes", "Contacts", input.contId.toLong());
for each note in RelatedNotes
{
notemap = Map();
notemap.put("Parent_Id",create.get("id"));
notemap.put("Note_Content",note.get("Note_Content"));
notemap.put("Note_Title",note.get("Note_Title"));
notemap.put("se_module","Leads");
notecreate = zoho.crm.create("Notes",notemap);
}
// Tasks
reltasks = zoho.crm.getRelatedRecords("Tasks","Contacts",input.contId.toLong());
for each task in reltasks
{
taskmap = Map();
taskmap.put("What_Id",create.get("id"));
taskmap.put("$se_module","Leads");
taskmap.put("Who_Id","");
updatetask = zoho.crm.update("Tasks",task.get("id"),taskmap);
info updatetask;
}
// Events
relevents = zoho.crm.getRelatedRecords("Events","Contacts",input.contId.toLong());
for each events in relevents
{
eventmap = Map();
eventmap.put("What_Id",create.get("id"));
eventmap.put("$se_module","Leads");
eventmap.put("Who_Id","");
updateevent = zoho.crm.update("Events",events.get("id"),eventmap);
info updateevent;
}
// Calls
relcalls = zoho.crm.getRelatedRecords("Calls","Contacts",input.contId.toLong());
for each call in relcalls
{
callmap = Map();
callmap.put("What_Id",create.get("id"));
callmap.put("$se_module","Leads");
callmap.put("Who_Id","");
updatecall = zoho.crm.update("Calls",call.get("id"),callmap);
info updatecall;
}
// campaigns
relatedcamp = zoho.crm.getRelatedRecords("Campaigns","Contacts",contId.toLong());
for each camp in relatedcamp
{
mp=map();
mp.put("CAMPAIGNID",camp.get("id"));
resp = zoho.crm.updateRelatedRecord("Campaigns",camp.get("id").toLong(),"Leads",create.get("id"),mp);
info resp;
}
// products
relatedproducts = zoho.crm.getRelatedRecords("Products","Contacts",contId.toLong());
for each product in relatedproducts
{
mp=map();
mp.put("PRODUCTID",product.get("id"));
resp = zoho.crm.updateRelatedRecord("Products",product.get("id").toLong(),"Leads",create.get("id"),mp);
info resp;
}
//Attachments
relatedrcords = zoho.crm.getRelatedRecords("Attachments","Contacts",contId.toLong());
attachid = List();
for each ele in relatedrcords
{
attachementId = ele.get("id");
attachid.add(attachementId);
}
for each ele in attachid
{
downloadFile = invokeurl
[
url: "https://www.zohoapis.com/crm/v7/Contacts/" + contId + "/Attachments/" + ele
type: GET
connection : xxxxxxxx
];
resp = zoho.crm.attachFile("Leads",create.get("id"),downloadFile);
info resp;
}
deleteResp = zoho.crm.invokeConnector("crm.delete",{"module":"Contacts","id":contId});
info deleteResp;
return "Success";
Replace 'xxxxxxxx' in the code with the connection name.
Steps to create Connections:
1) Navigate to Settings --> Developer Space --> Connections
2) Click " Add Connection"
3) Choose Zoho OAuth
4) Choose the scope - zoho.crm.modules.all
5) Click " Create and Connect"
6) Click " Connect" and click " Agree"
Points to remember:
Please ensure to use the respective API names of the fields.
You can use the code shared above in a custom button. However, it can also be used for workflow rules—just remove the last line -- return "Success";
Topic Participants
Connie Sparks
Pheranda Nongpiur
Heming
Muhammad Usman Khan
Michael Trow
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