Convert Multiple Leads (Zoho CRM) activity

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

Configure the Convert Multiple Leads activity

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

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Zoho CRM tab.
On the Zoho CRM tab, drag the Convert Multiple Leads activity onto your process.

General Configuration

Specifies the basic settings for the Convert Multiple Leads activity.

Good to Know

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

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts Variables:

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

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Convert Multiple Leads Configuration

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

Fields

Field Name	Definition
Zoho	Description: Specifies the access token that connects to your Zoho CRM application. Allowed Values: A list of access tokens configured for your environment. Default Value: None
Create	Opens this Screen: Access Token for Zoho CRM Function of this Screen: Configure an access token to connect to Zoho CRM.
Entity Name	Description: Specifies the name for your entity. Allowed Values: Read only. Default Value: Leads Accepts Variables: No
Record IDs	Description: Specifies the Zoho CRM entity ID. Allowed Values: A valid Zoho CRM entity ID. Default Value: None Accepts 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	Description: Specifies to create a potential for your lead. Allowed Values: Selected - Creates a potential for your lead. Deselected - Creates an account and contact for your lead. Default Value: Deselected Accepts Variables: No
Request Mapping	Description: 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: On the Create Entity Configuration screen, click the Request tab. Allowed Values: Click the Schema Mapping button to open the Schema Mapper. Use this screen to connect the request to the data model for your process. Default Value: None Example: Refer to: (Example) Schema Mapper
Map Response	Description: Specifies the connection from the Zoho CRM API response parameter to your process schema. To Open this Field: On the Create Entity Configuration screen, click the Response tab. Allowed Values: Click the Schema Mapping button to open the Schema Mapper screen. Use this screen to connect the response to the data model for your process. Example: Refer to: (Example) Schema Mapper