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. The below code can allow you to add round robin lead assignment functionality anyway. 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.

7 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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  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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