Convert Lead When Contact or Deal is Created in Zoho CRM

In this video, I show you how to automate lead conversion in Zoho CRM using a Deluge function. Learn to automatically convert leads into contacts when a contact is created by matching email addresses. This tutorial simplifies your sales process, prevents duplicate contact efforts, and ensures cleaner data. We will set up workflow rules, write the Deluge custom function script, and test the automation for errors. Perfect for those looking to optimize their Customer Relationship Management (Zoho CRM) system. Don’t forget to like, comment, and subscribe for more CRM tips and tutorials!

[@forgedbyfirecoaching]

Thanks for this info. I'm going to use this for my marketing!

[@JordanRichardson]

I’d like to see a video showing how to automate converting a lead and auto-converting all other leads for the same company. I usually think about it by e-mail domain when searching for other leads to convert since the company name can be entered differently at times. It would be even better if the user was prompted to select other leads that are for the same company to convert at the same time.

[@KristinM-he8gz]

Thank you! How would I find lead record by Phone?

[@Cali_Matt]

Here's the code to search for the phone (instead of email) -> // Make sure you grab the Contacts Phone contact_phone = contact_record.get("Phone"); // To search lead by phone number search_leads = zoho.crm.searchRecords("Leads", "(Phone:equals:" + contact_phone + ")"); Good luck!