Create a new Deal when a new Contact is created in Zoho CRM
Create a new Deal when a new Contact is created in Zoho CRMHere is our approach for creating new Deals when a new Contacts is created in Zoho CRM
Approach
Creating new "Deals" when a new "Contacts" is created is possible using "Workflow Rules"
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1. Workflow for Creating new Deal automatically
1. Workflow for Creating new Deal automatically
1.1 Go to "Setup" --->Tap on "Workflow Rules" from "Automation"
1.2 Tap on "Create Rule"
1.3 Fill up the mandatory fields
1.4 Select "Create" from "On a record action"
1.5 Choose rule to apply for entries
1.6 Select "Function" from "Instant Action"
1.7 Tap on "Write your own"
1.8 Fill up mandatory fields
1.9 Copy paste the code and Tap on "Edit Arguments"
1.10 Select the argument as contact Id and give parameter name as "contact_id"
