Friday, December 4, 2015

Round robin lead assignment for API generated leads in Zoho CRM

Do you add leads to your CRM via the Zoho CRM API? If so, you'll note that lead assignment rules don't work. I have developed a CRM extension called Advanced Round Robin that you can buy on the Zoho Marketplace. If you'd prefer to do it yourself, the below code can allow you to add round robin lead assignment functionality (though it's missing many of the more powerful features of the Advanced Round Robin extension). You'll need to set a few config variables like your authtoken and the user role you want leads to be assigned to. You'll also need to create a reference lead that's assigned to one of the users who should receive leads. The script will use this to figure out who should get the next lead. Thanks to Prakash from Zoho for giving me the base code for this script.


Want more options? I have a paid version of this script that you can buy on the Zoho Marketplace.

10 comments:

  1. Hey, I am trying to apply this but when you say Authorization Token, what are you referring to? I am pretty new to this. Sorry!

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  3. Hi, is this code intended for custom functions in ZOHO? As this seems to fail when trying to save and execute (variable leadid is not defined): https://i.imgur.com/vqcGG7b.png

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  4. I now found to update the function and make it work manually (filling out the field with a test lead number), but when adding it to a workflow assignment - it seems the update doesn't work anymore -

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  5. You need to make leadid an argument to the custom function.

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  6. can you push this to groups instead of roles? I've tried modifying it but haven't been able to do it successfully yet.

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    1. @Nathaniel, also would like to use groups. Did you get it to work?

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  7. Yes just look at the XML response from the getUsers API call and figure out the xml path needed to retrieve the group name.

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    1. @jeremy, Each user can be in multiple groups. It may be a way to get Users from a group?

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    2. @Expert Learner: I have a paid version of the round robin extension and your use case is technically possible with that. https://marketplace.zoho.com/crm/advanced-round-robin-extension

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