Skip to main content

How to quickly add call logs to Zoho CRM leads using workflows

Want a faster way to add call logs? Check out this video that shows you how to add call logs by ticking a box. (Warning: Enterprise Edition + deluge scripting skills needed).



Labels:

Comments

  1. JensFebruary 18, 2017 at 12:46 AM

    Hi Jeremy thank you for the script, worked really well for me. I cannot code and simply copy / pasted the script. But when I tried to use the script with a custom button within the leads module (for instance to create a call log "occupied" with the click of a button) it returns an error: "Error at line number : 1
    Mismatch data type for function zoho.crm.getRecordById at argument index 2 expected data type BIGINT found dataType STRING"
    Can you help? Thx Jens

    ReplyDelete
    Replies
    1. Jeremy NagelFebruary 18, 2017 at 4:23 PM

      Hi Jens,
      you'll need to change it to
      lead_obj = zoho.crm.getRecordById("Leads", input.lead_id.toLong());

      if using in a custom button as the parameters are all Strings rather than numbers.

      Delete
    2. JensFebruary 20, 2017 at 1:58 AM

      Fantastic! Thank you Jeremy :)

      Delete

Post a Comment

Popular posts from this blog

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
Read more

searchRecords with multiple criteria in Zoho CRM API

NB: this blog post is no longer relevant as API v2 lets you use searchRecords with multiple criteria :) I discovered something really cool tucked away in the Zoho CRM forums today. For the history, check out this thread . In summary, the searchRecords API task in Zoho CRM is impossible to use if you have multiple criteria and in general it's pretty annoying to get the single criterion right. In the forum thread, Zoho Support advised that you can actually use getRecords with a view name. This feature is not documented on the getRecords page at all but I can confirm it works:D This is really, really cool. It's going to make my life as a Zoho dev much easier! Instead of having to do something really inefficient and ugly like: leadRecords = zoho.crm.searchRecords("Leads","(Created Time|<|" + yesterday_date +")",fromIndex,toIndex); for each ele in leadRecords { lead_source = ele.get("Lead Source"); createTime=(ele.g
3 comments
Read more

Getting current time in a specified timezone using Deluge script

Recently I was working on a custom function for Zoho CRM which required me to get the current time in a specified timezone. I assumed that zoho.currenttime would give me the time based on the timezone chosen in the organisation settings but discovered that it always gives it to you in PST. The Zoho Partner team gave me this snippet to solve the problem: current_time_in_timezone = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss", "Australia/Sydney").toTime("yyyy-MM-dd'T'HH:mm:ss"); If you need the current date, do: current_date_in_timezone = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss", timezone).toDate(); To figure out what you can put in for the timezone part, refer to https://en.wikipedia.org/wiki/List_of_tz_database_time_zones
Post a Comment
Read more