Defining Contact Roles via Deluge Script in Zoho CRM

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Here are some key points from this implementation:

  • Triggered on looking up/linking the Primary Contact to a Deal/Opportunity in the CRM
  • Reads Contact Roles related list and defines the matching Contact there as “Primary”
  • This could be used to define any Contact Role available, based on a specific lookup field in the Opportunity

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Zoho Application

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

Senior Developer

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.