Created
April 15, 2022 03:17
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automatically create a new lead when a missed call comes in from an unknown number
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| call_record = zoho.crm.getRecordById("Calls",call_id); | |
| caller_phone_number = call_record.get("Subject").getSuffix("Missed call from "); | |
| new_lead_data = {"First_Name":"Unknown","Last_Name":"From missed call from " + caller_phone_number,"Phone":caller_phone_number,"Lead_Source":"Missed Call from unknown number"}; | |
| create_resp = zoho.crm.createRecord("Leads",new_lead_data); | |
| new_lead_id = create_resp.get("id"); | |
| update_call_payload = {"What_Id":new_lead_id,"$se_module":"Leads"}; | |
| update_resp = zoho.crm.updateRecord("Calls",call_id,update_call_payload); | |
| info update_resp; |
@SOCPilot I used it in a workflow rule. Refer to companion video: https://www.youtube.com/watch?v=b4YkO_2QsOs
Great! Thank you. I had trouble with the video because it was a bit blurry but your comment got me in the right direction. For anyone else looking in the future who is as clueless as me, you need to define the callid variable based on the module data calling the function and then it works great from there. Thank you @jeznag!
I like this, is there a way of it recoginising if there is already a contact in the CRM?
When you do the workflow it recognizes that as part of the workflow.
Thanks, how about making it on fire once per missed call? Eg we have sequential dialling, and it records it as a missed call on Zoho for each user?
From: SOCPilot ***@***.***>
Date: Friday, 20 May 2022 at 16:23
To: jeznag ***@***.***>
Cc: Anthony James-Smith ***@***.***>, Mention ***@***.***>
Subject: Re: jeznag/missed_call_to_lead.ds
@SOCPilot commented on this gist. ________________________________ When you do the workflow it recognizes that as part of the workflow. On May 20, 2022, 11:18 -0400, antjsoxb ***@***.***>, wrote: > @antjsoxb commented on this gist. > I like this, is
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@SOCPilot commented on this gist.
________________________________
When you do the workflow it recognizes that as part of the workflow.
On May 20, 2022, 11:18 -0400, antjsoxb ***@***.***>, wrote:
@antjsoxb commented on this gist.
I like this, is there a way of it recoginising if there is already a contact in the CRM?
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We use RingCentral and I believe it's getting the missed call status from there so you may have to talk to your phone provider.
I have seen that it can take a while for a missed call to show up in Zoho. I suspect that's because RingCentral is periodically sending the information over. Hasn't been an issue so haven't checked on it.
Cool, we are likely to move to RC soon as it is, that is good to know.
Re the workflow, are you doing this via the CRM as there isn’t anything on the video?
From: SOCPilot ***@***.***>
Date: Friday, 20 May 2022 at 16:31
To: jeznag ***@***.***>
Cc: Anthony James-Smith ***@***.***>, Mention ***@***.***>
Subject: Re: jeznag/missed_call_to_lead.ds
@SOCPilot commented on this gist. ________________________________ We use RingCentral and I believe it's getting the missed call status from there so you may have to talk to your phone provider. I have seen that it can take a while for a missed call
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@SOCPilot commented on this gist.
________________________________
We use RingCentral and I believe it's getting the missed call status from there so you may have to talk to your phone provider.
I have seen that it can take a while for a missed call to show up in Zoho. I suspect that's because RingCentral is periodically sending the information over. Hasn't been an issue so haven't checked on it.
On May 20, 2022, 11:27 -0400, antjsoxb ***@***.***>, wrote:
@antjsoxb commented on this gist. Thanks, how about making it on fire once per missed call? Eg we have sequential dialling, and it records it as a missed call on Zoho for each user?
From: SOCPilot ***@***.***>
Date: Friday, 20 May 2022 at 16:23
To: jeznag ***@***.***>
Cc: Anthony James-Smith ***@***.***>, Mention ***@***.***>
Subject: Re: jeznag/missed_call_to_lead.ds
@SOCPilot commented on this gist. ________________________________ When you do the workflow it recognizes that as part of the workflow. On May 20, 2022, 11:18 -0400, antjsoxb ***@***.***>, wrote: > @antjsoxb commented on this gist. > I like this, is
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Learn more <https://uk.sift.red/uLQUkbJq/whQaeS5IT>
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@SOCPilot commented on this gist.
________________________________
When you do the workflow it recognizes that as part of the workflow.
On May 20, 2022, 11:18 -0400, antjsoxb ***@***.***>, wrote:
> @antjsoxb commented on this gist.
> I like this, is there a way of it recoginising if there is already a contact in the CRM?
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> Reply to this email directly, view it on GitHub, or unsubscribe.
> You are receiving this because you were mentioned.Message ID: ***@***.***>
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Sorry, was responding via email. I trimmed out all the extra content. Here's how I implemented it:
From ZOHO CRM:
- Settings
- Workflow Rules under Automation
- Create a workflow
- WHEN: On Missed Call
- Condition: Applied to calls from unknown callers
- Instant Action - this was a tricky part. I created a function. You need to set the name call_id (in @jeznag 's function) = Calls.Call ID. Then add the function. It will be executed when a missed call comes in that wasn't known.
Hope that helps.
Perfect Thanks!
From: SOCPilot ***@***.***>
Date: Friday, 20 May 2022 at 16:57
To: jeznag ***@***.***>
Cc: Anthony James-Smith ***@***.***>, Mention ***@***.***>
Subject: Re: jeznag/missed_call_to_lead.ds
@SOCPilot commented on this gist. ________________________________ Sorry, was responding via email. I trimmed out all the extra content. Here's how I implemented it: From ZOHO CRM: * Settings * Workflow Rules under Automation * C
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@SOCPilot commented on this gist.
…________________________________
Sorry, was responding via email. I trimmed out all the extra content. Here's how I implemented it:
From ZOHO CRM:
* Settings
* Workflow Rules under Automation
* Create a workflow
* WHEN: On Missed Call
* Condition: Applied to calls from unknown callers
* Instant Action - this was a tricky part. I created a function. You need to set the name call_id (in @jeznag<https://github.com/jeznag> 's function) = Calls.Call ID. Then add the function. It will be executed when a missed call comes in that wasn't known.
Hope that helps.
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Not sure if anyone knows, but is there a way to get the Caller ID information (specifically name)?
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Sorry for my ignorance, new to DELUGE. Where do I add this? Tried adding it as a function in Flow (fire it whenever there was a missed call) but got an error that call_id wasn't set. Thank you.