CRM Blueprints

A collection of production-ready automation scripts for Zoho CRM. Copy them directly into your functions or open them in the workspace to customize.

Round Robin Lead Assignment

Automatically distribute incoming leads evenly across your sales team using a round-robin algorithm stored in a custom module.

Open in Workspace

// Get the next user in line
userIndex = zoho.crm.getRecordById("Settings", 123456789).get("Current_Index");
users = {"user1@domain.com", "user2@domain.com", "user3@domain.com"};

// Assign lead
nextUser = users.get(userIndex);
zoho.crm.updateRecord("Leads", leadId, {"Owner": nextUser});

// Update index
newIndex = if(userIndex + 1 >= users.size(), 0, userIndex + 1);
zoho.crm.updateRecord("Settings", 123456789, {"Current_Index": newIndex});

Auto-Convert Lead on Deal Creation

Convert a Lead automatically when a specific field matches criteria, creating an Account, Contact, and Deal.

Open in Workspace

// Convert Lead mapping
mapping = Map();
mapping.put("overwrite",true);
mapping.put("notify_lead_owner",true);
mapping.put("notify_new_entity_owner",true);

// Deal Details
dealMap = Map();
dealMap.put("Deal_Name", leadName + " Deal");
dealMap.put("Closing_Date", today.addDay(30));
dealMap.put("Stage", "Qualification");
dealMap.put("Amount", 5000);

mapping.put("Deals", dealMap);

// Execute Conversion
response = zoho.crm.convertLead(leadId, mapping);
info response;

Sales Order Validation: Require Related Invoice on Close

A CRM Validation Rule that prevents users from changing a Sales Order's status to 'Closed' unless there is at least one Invoice related to it. If no invoice is found, it blocks the save and displays a custom error message.

Open in Workspace

// Extract Sales Order ID and Status from the CRM API Request
entityMap = crmAPIRequest.toMap().get("record");
saleorderid = entityMap.get("id");
status = entityMap.get("Status");

response = Map();

// Fetch related Invoices for this Sales Order
invoices = zoho.crm.getRelatedRecords("Invoices", "Sales_Orders", saleorderid);

// Validation: Prevent closing the Sales Order if no Invoices exist
// Note: 'סגור' means 'Closed'
if(invoices.isNull() && status == "סגור")
{
    response.put("status", "error");
    response.put("message", "לא ניתן לסגור הזמנה ללא חשבונית קשורה"); // "Cannot close order without related invoice"
}
else
{
    response.put("status", "success");
}

return response;

// Get the next user in line userIndex = zoho.crm.getRecordById("Settings", 123456789).get("Current_Index"); users = {"user1@domain.com", "user2@domain.com", "user3@domain.com"}; // Assign lead nextUser = users.get(userIndex); zoho.crm.updateRecord("Leads", leadId, {"Owner": nextUser}); // Update index newIndex = if(userIndex + 1 >= users.size(), 0, userIndex + 1); zoho.crm.updateRecord("Settings", 123456789, {"Current_Index": newIndex});

// Convert Lead mapping mapping = Map(); mapping.put("overwrite",true); mapping.put("notify_lead_owner",true); mapping.put("notify_new_entity_owner",true); // Deal Details dealMap = Map(); dealMap.put("Deal_Name", leadName + " Deal"); dealMap.put("Closing_Date", today.addDay(30)); dealMap.put("Stage", "Qualification"); dealMap.put("Amount", 5000); mapping.put("Deals", dealMap); // Execute Conversion response = zoho.crm.convertLead(leadId, mapping); info response;

// Extract Sales Order ID and Status from the CRM API Request entityMap = crmAPIRequest.toMap().get("record"); saleorderid = entityMap.get("id"); status = entityMap.get("Status"); response = Map(); // Fetch related Invoices for this Sales Order invoices = zoho.crm.getRelatedRecords("Invoices", "Sales_Orders", saleorderid); // Validation: Prevent closing the Sales Order if no Invoices exist // Note: 'סגור' means 'Closed' if(invoices.isNull() && status == "סגור") { response.put("status", "error"); response.put("message", "לא ניתן לסגור הזמנה ללא חשבונית קשורה"); // "Cannot close order without related invoice" } else { response.put("status", "success"); } return response;