转换线索

目的

用来转换一条线索。

请求URL

https://www.zohoapis.com.cn/crm/v2/Leads/{record_id}/actions/convert

record_id - 记录的唯一ID

请求方法

POST

范围

scope=ZohoCRM.modules.all
(或)
scope=ZohoCRM.modules.Leads.{operation_type}

可能的操作类型
ALL - 完全访问记录
WRITE - 编辑模块中的记录
CREATE - 在模块中创建记录

备注：

  • 在这个输入中，assign_to变量值只能是用户ID。

  • 您可以把已有联系人或客户关联到正在转换的线索，无论线索是否转换为商机。要实现这一点，您必须在输入数据中发送客户ID 和联系人 ID。

  • 如果account ID 和 overwrite 的值都为true，那么客户名称将被替换为公司名称，同时将其与已有客户关联。但是，该客户的数据将保持不变。

  • 如果overwrite的值设置为false，那么将会执行关联。但是，如果将overwrite的值设置为不包含account ID，该方法的工作原理保持不变。

  • 如果在您的输入中提供了contact ID，那么正在转换的线索将会关联到已有联系人。

CurlJavaPHPPythonDelugeCsharp

示例请求

在这个请求中，"@convertlead.json" 包含了示例输入。


				curl "https://www.zohoapis.com.cn/crm/v2/Leads/1000000145990/actions/convert"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-d "@convertlead.json"
-X POST

示例输入


				{
    "data": [
       {
            "overwrite": true,
            "notify_lead_owner": true,
            "notify_new_entity_owner": true,
            "Accounts": "4000000373187",
            "Contacts": "4000000372131",
            "assign_to": "4000000219019",
            "Deals": {
                "Campaign_Source": "4000000372147",
                "Deal_Name": "Robert",
                "Closing_Date": "2016-03-30",
                "Stage": "Closed Won",
                "Amount": 56.6
            }
        }
    ]
}

示例响应


				{
    "data": [
       {
            "Contacts": "4000000372131",
            "Deals": "4000000377192",
            "Accounts": "4000000373187"
        }
    ]
}

示例请求


				ZCRMRecord record = ZCRMRecord.getInstance("Leads", 3247354544l);//模块API名称和记录ID
HashMap<String,Long> map = record.convert();
//returns a map as {"Accounts":"42685937005","Deals":null,"Contacts":"42685937007"}
Long accountsId = map.get("Accounts");
Long dealsId = map.get("Deals");
Long contactsId = map.get("Contacts");

示例输入


				{
    "data": [
       {
            "overwrite": true,
            "notify_lead_owner": true,
            "notify_new_entity_owner": true,
            "Accounts": "4000000373187",
            "Contacts": "4000000372131",
            "assign_to": "4000000219019",
            "Deals": {
                "Campaign_Source": "4000000372147",
                "Deal_Name": "Robert",
                "Closing_Date": "2016-03-30",
                "Stage": "Closed Won",
                "Amount": 56.6
            }
        }
    ]
}

示例响应


				{
    "data": [
       {
            "Contacts": "4000000372131",
            "Deals": "4000000377192",
            "Accounts": "4000000373187"
        }
    ]
}

示例请求


				$record=ZCRMRecord::getInstance("Leads",410405000001518001); // 410405000001518001 - 线索ID。
$modIns=ZCRMModule::getInstance("Deals");
$record_deal=$modIns->getRecord(410405000001519001)->getData(); // 410405000001519001 - 商机ID。
$user_instance=ZCRMUser::getInstance(410405000001516001, null);
$responseMap=$record->convert($record_deal,$user_instance);
echo "Contact ID:".$responseMap['Contacts'];
if(isset($responseMap[“Accounts”]))
{
echo "Account ID:".$responseMap[“Accounts”];
}
if(isset($responseMap[“Deals”]))
{
echo "Deal ID:".$responseMap[“Deals”];
}

示例输入


				{
    "data": [
       {
            "overwrite": true,
            "notify_lead_owner": true,
            "notify_new_entity_owner": true,
            "Accounts": "4000000373187",
            "Contacts": "4000000372131",
            "assign_to": "4000000219019",
            "Deals": {
                "Campaign_Source": "4000000372147",
                "Deal_Name": "Robert",
                "Closing_Date": "2016-03-30",
                "Stage": "Closed Won",
                "Amount": 56.6
            }
        }
    ]
}

示例响应


				{
    "data": [
       {
            "Contacts": "4000000372131",
            "Deals": "4000000377192",
            "Accounts": "4000000373187"
        }
    ]
}

示例请求


				def convert_record(self):
      try:
          record=ZCRMRecord.get_instance('Leads',1386586000001422007)#1386586000001422007 is leadid
          potential_record=ZCRMRecord.get_instance('Deals')
          potential_record.set_field_value('Deal_Name', 'SAI1')
          potential_record.set_field_value('Closing_Date', '2017-10-10')
          potential_record.set_field_value('Stage', 'Needs Analysis')
          assign_to_user=ZCRMUser.get_instance(1386586000000105001, None)
          resp=record.convert(potential_record, assign_to_user)
          print resp
          print resp[APIConstants.ACCOUNTS]
          print resp[APIConstants.DEALS]
          print resp[APIConstants.CONTACTS]
      except ZCRMException as ex:
          print ex.status_code
          print ex.error_message
          print ex.error_code
          print ex.error_details
          print ex.error_content

示例输入


				{
    "data": [
       {
            "overwrite": true,
            "notify_lead_owner": true,
            "notify_new_entity_owner": true,
            "Accounts": "4000000373187",
            "Contacts": "4000000372131",
            "assign_to": "4000000219019",
            "Deals": {
                "Campaign_Source": "4000000372147",
                "Deal_Name": "Robert",
                "Closing_Date": "2016-03-30",
                "Stage": "Closed Won",
                "Amount": 56.6
            }
        }
    ]
}

示例响应


				{
    "data": [
       {
            "Contacts": "4000000372131",
            "Deals": "4000000377192",
            "Accounts": "4000000373187"
        }
    ]
}

示例请求


				语法：
zoho.crm.convertLead(<leadId Long>,<dataMap Map>,<connectionName String>,<userAccess Boolean>);
mandatory : leadId,dataMap

示例请求：
resp = zoho.crm.convertLead("7000000037308", { "overwrite": true, "notify_lead_owner": false, "notify_new_entity_owner": true, "Accounts": "7000000037323", "Deals": { "Deal_Name": "Robert", "Closing_Date": "2016-03-30", "Stage": "Closed Won", "Amount": 56.6 } });

示例输入


				{
    "data": [
       {
            "overwrite": true,
            "notify_lead_owner": true,
            "notify_new_entity_owner": true,
            "Accounts": "4000000373187",
            "Contacts": "4000000372131",
            "assign_to": "4000000219019",
            "Deals": {
                "Campaign_Source": "4000000372147",
                "Deal_Name": "Robert",
                "Closing_Date": "2016-03-30",
                "Stage": "Closed Won",
                "Amount": 56.6
            }
        }
    ]
}

示例响应


				{
    "data": [
       {
            "Contacts": "4000000372131",
            "Deals": "4000000377192",
            "Accounts": "4000000373187"
        }
    ]
}

示例请求


				ZCRMRecord record = ZCRMRecord.GetInstance("Leads", 3372164000001606016); //模块API名称和记录ID
ZCRMRecord potentialRecord = new ZCRMRecord("Deals"); // 模块API名称
potentialRecord.SetFieldValue("Stage", "Qualification");
potentialRecord.SetFieldValue("Closing_Date", "2019-01-25");
potentialRecord.SetFieldValue("Deal_Name", "Deal_Name");
ZCRMUser user = ZCRMUser.GetInstance(3372164000001253020);
Dictionary<string,long> response = record.Convert(potentialRecord,user); // 响应是KeyValuePair

示例输入


				{
    "data": [
       {
            "overwrite": true,
            "notify_lead_owner": true,
            "notify_new_entity_owner": true,
            "Accounts": "4000000373187",
            "Contacts": "4000000372131",
            "assign_to": "4000000219019",
            "Deals": {
                "Campaign_Source": "4000000372147",
                "Deal_Name": "Robert",
                "Closing_Date": "2016-03-30",
                "Stage": "Closed Won",
                "Amount": 56.6
            }
        }
    ]
}

示例响应


				{
    "data": [
       {
            "Contacts": "4000000372131",
            "Deals": "4000000377192",
            "Accounts": "4000000373187"
        }
    ]
}
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