Script to Tag Lead if a Contact Already Exists in Zoho CRM

Script to Tag Lead if a Contact Already Exists in Zoho CRM

Here's a LEAD Module script to add a tag to the record if a duplicate record is present in the Contacts, based on the Lead email. 


leadinfo = zoho.crm.getRecordById("Leads",leadid);

//fullname = leadinfo.get("Full_Name");

email = leadinfo.get("Email");

resp = zoho.crm.searchRecords("Contacts","(Email:equals:" + email + ")");

info "resp:" + resp;

info "size:" + resp.size();

if(resp.size() > 0)

{

update = zoho.crm.updateRecord("Leads",leadid,{"Contact_Check":true});

info update;

tags_list = List();

tag1 = Map();

tag1.put("name","IsContact");

tags_list.add(tag1); 

ids = {leadid};

param = Map();

param.put("tags", tags_list);

param.put("ids",ids);

info "Param : "+param;

leadTagUpdate = invokeurl

[

url : "https://www.zohoapis.com/crm/v6/Leads/actions/add_tags"

type : POST

parameters: param + " "

connection: "crmcon"

];

info "Tag Update : " + leadTagUpdate;

}


Replace "crmcon" with the name of the connection. 

Please add the scope, Scopes :ZohoCRM.modules.all, to the connection.


Contact us at faststart@zohelpers.com if you desire further assistance.