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Automated Lead Conversion in Zoho CRM When Qualification is Complete

This quick implementation automates the process of lead conversions once a set of criteria are met.

Here are the key points covered in this tutorial:

  • Custom fields added to lead to store information used for lead qualification
  • On fill of all qualification fields, check values against set criteria
  • If criteria are met, convert the lead. If criteria are not met, mark the lead as “Not Qualified”
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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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