Create a new Deal when a new Contact is created in Zoho CRM

Creating a Deal when a Lead is created in Zoho CRM

Here is our approach for creating Deal when a Lead is created in Zoho CRM

Approach

Creating 'Deals' when a 'Leads' is created is possible using 'Workflow Rules'

POINTS TO NOTE

Check and replace the correct API name for module, fields in the variables of given code snippet

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 lead Id as arguments and give parameter name as 'lead_id'