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; |
ghost
commented
May 20, 2022
via email
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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Learn more <https://uk.sift.red/4DuH09T1/1mZ9xkdmj>
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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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Reply to this email directly, view it on GitHub<https://gist.github.com/b9b75315ac2526bd0b0cbde7962bdc86#gistcomment-4173594>, or unsubscribe<https://github.com/notifications/unsubscribe-auth/AXSMLVRKTTF7KJYJOPTZA5TVK6ZABANCNFSM5UJL27GA>.
You are receiving this because you were mentioned.Message ID: ***@***.***>
Not sure if anyone knows, but is there a way to get the Caller ID information (specifically name)?
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