Zoho CRM Call Logging
Zoho CRM Call Logging
A common need is the ability to create a call record in Zoho CRM using a workflow rule.You may have noticed that the standard "Create Record" action in workflows does not include the 'Calls' module. This limitation exists because the Calls module is designed for integration with telephony systems.
The solution to automate call logging is to use a custom function written in deluge.
A custom function, written in deluge, allows developers to programmatically create the call record. This is useful for automatically logging events like a "Cancellation Call" when a specific action occurs in another module, such as a deal status change.
Once configured, the custom function handles retrieving the necessary record data, structuring the data, and successfully creating the call record, which is correctly associated with the triggering record.
For the complete code and detailed step-by-step instructions on implementing this solution, please follow the link below. Zoho CRM Call Logging
