Convert Multiple Leads (Zoho CRM) activity

An activity that that changes the leads to accounts, contacts, or opportunities.


Convert Multiple Leads activity

Configure the Convert Multiple Leads activity

To configure the Convert Multiple Leads activity, do the procedure in this topic.

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Zoho CRM tab.

    Open Zoho CRM tab
  3. On the Zoho CRM tab, drag the Convert Multiple Leads activity onto your process.

    Drag Convert Multiple Leads activity

General Configuration

Specifies the basic settings for the Convert Multiple Leads activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Convert Multiple Leads Configuration

Configures how to change the leads to accounts, contacts, or potentials.

Figure: Convert Multiple Leads Configuration screen

Convert Multiple Leads Configuration screen

Fields

Field Name Definition

Zoho

Function:
Specifies the access token that connects to your Zoho CRM application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Zoho CRM
Function of this Screen:
Configure an access token to connect to Zoho CRM.

Entity Name

Function:
Specifies the name for your entity.
Accepted Values:
Read only.
Default Value:
Leads
Accepts Process Data Variables:
No

Record IDs

Function:
Specifies the Zoho CRM entity ID.
Accepted Values:
  • A valid Zoho CRM entity ID.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Create Opportunity

Function:
Specifies to create a potential for your lead.
Accepted Values:
  • Selected - Creates a potential for your lead.
  • Deselected - Creates an account and contact for your lead.
Default Value:
Deselected
Accepts Process Data Variables:
No

Request Mapping

Function:
Connects the Zoho CRM API request parameter to your process schema. This is mandatory only if the request passes data from the process schema to parameters in the Zoho CRM API.
To Open this Field:
  1. On the Create Entity Configuration screen, click the Request tab.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the request to the data model for your process.

Default Value:
None
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Map Response

Function:
Specifies the connection from the Zoho CRM API response parameter to your process schema.
To Open this Field:
  1. On the Create Entity Configuration screen, click the Response tab.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the response to the data model for your process.

Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?