Skip to main content

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.

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!

    ReplyDelete
  2. This comment has been removed by the author.

    ReplyDelete
  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

    ReplyDelete
  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 -

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

    ReplyDelete
  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.

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

      Delete
  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.

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

      Delete
    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

      Delete

Post a Comment

Popular posts from this blog

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.get("Created Time")).…

Performing mass updates on thousands of Zoho CRM records using custom functions

Need to mass update thousands of Lead records in Zoho CRM and can't be bothered manually clicking through tens of pages and doing mass update? Here's an example of using a custom function to achieve this. In this case, I needed to merge several notes fields into one text area field as the multiple note fields were becoming unwieldy.