Creat deal in CRM
Tue May 06 2025 08:11:27 GMT+0000 (Coordinated Universal Time)
Saved by @Pooja
void ServiceRequest.ServiceRequest_To_CRM(int id)
{
fetser = Service_Request[ID == input.id];
mainmap = Map();
dummymap = Map();
mainmap.put("Deal_Name","SafeGuard");
mainmap.put("Deal_Location",fetser.Location);
mainmap.put("Region",fetser.Category);
mainmap.put("Account_Name","SafeGuard" + "-" + fetser.Ticket_ID);
mainmap.put("Lead_Source","Portal");
mainmap.put("Amount",100000);
mainmap.put("Starting_Date",fetser.Date_field);
closingDate = fetser.Date_field.addDay(15);
mainmap.put("Closing_Date",closingDate);
mainmap.put("Stage","Qualification");
mainmap.put("Service_Type","Procurement as a Service");
mainmap.put("Service_Type1","Hardware reselling");
mainmap.put("Description",fetser.Details);
mainmap.put("Requirement_Description",fetser.Product_Name + "-" + fetser.Serial_Number + "-" + fetser.Operating_System1 + "-" + fetser.RAM_Size1 + "-" + fetser.Storage_Size1 + "-" + fetser.Processor1);
mainmap.put("Type","Existing Client & Existing End Client - Upsell");
contact_name = fetser.Contact_Person_at_Delivery_Location;
contact_record = zoho.crm.searchRecords("Contacts","(Full_Name:equals:" + contact_name + ")",0,1,dummymap);
info contact_name;
info contact_record.size();
if(contact_record.size() > 0)
{
contact_id = contact_record.get(0).get("id");
mainmap.put("Contact_Name",contact_id);
}
else
{
new_contact_map = Map();
new_contact_map.put("First_Name", fetser.Contact_Person.first_name);
new_contact_map.put("Last_Name", fetser.Contact_Person.last_name);
new_contact_map.put("Full_Name",contact_name);
new_contact_map.put("Lead_Source","Portal");
new_contact_map.put("Title","Global Procurement Services");
new_contact = zoho.crm.createRecord("Contacts",new_contact_map,dummymap,"zohocrm_connection");
//info new_contact;
if (new_contact.contains("id"))
{
contact_id = new_contact.get("id");
mainmap.put("Contact_Name", contact_id);
} else
{
info "Contact creation failed";
}
}
response = zoho.crm.createRecord("Deals", mainmap, dummymap, "zohocrm_connection");
info response;
}



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