Hi,
I need your help.
We use the Zoho interface to assign the phone number to a contact. Everything is working fine.
However, we still have a problem with fields we have created ourselves. For example, we have created the field Secondary_Phone in Zoho. We have changed the following section in the standard code:
So we have added the query (Secondary_Phone:equals:[Number]). However, the matching does not work here yet. I query the telephone number 555-1234, which is also stored in the contact.
When I query the phone number, I get the following message back:
Here you can see that the query for the Secondary_Phone is present, you can also see that the phone number can be read from Zoho, but no match takes place. The general field message is also: The CRM integration is correct, but the phone number could not be assigned to a contact. Please check the error log for previously undetected problems and warnings, and use a different phone number.
If I enter the same phone number in the Phone field, the contact can be found directly.
Is there anything that needs to be changed in the overall code? So that the self-created field can be matched?
I need your help.
We use the Zoho interface to assign the phone number to a contact. Everything is working fine.
However, we still have a problem with fields we have created ourselves. For example, we have created the field Secondary_Phone in Zoho. We have changed the following section in the standard code:
XML:
<Scenario Type="REST" EntityId="Contacts" EntityOrder="[LookupOrder]">
<Request SkipIf="[IIf([FoundRecordCount]>0,True,False)]" Url="[ApiDomain]/crm/v2.1/Contacts/search?criteria=((Phone:equals:[Number]) or (Secondary_Phone:equals:[Number]) or (Mobile:equals:[Number]) or (Home_Phone:equals:[Number]) or (Other_Phone:equals:[Number]) or (Fax:equals:[Number]))&fields=Account_Name,id,First_Name,Last_Name,Phone,Mobile,Secondary_Phone,Home_Phone,Asst_Phone,Other_Phone,Email,Fax" MessagePasses="0" RequestEncoding="UrlEncoded" RequestType="Get" ResponseType="Json" />
<Rules>
<Rule Type="Any">data.id</Rule>
</Rules>
<Variables>
<Variable Name="Id">data.id<Filter /></Variable>
<Variable Name="FirstName">data.First_Name<Filter /></Variable>
<Variable Name="LastName">data.Last_Name<Filter /></Variable>
<Variable Name="Email">data.Email<Filter /></Variable>
<Variable Name="Phone">data.Phone<Filter /></Variable>
<Variable Name="Secondary_Phone">data.Secondary_Phone<Filter /></Variable>
<Variable Name="HomePhone">data.Home_Phone<Filter /></Variable>
<Variable Name="OtherPhone">data.Other_Phone<Filter /></Variable>
<Variable Name="MobilePhone">data.Mobile<Filter /></Variable>
<Variable Name="Fax">data.Fax<Filter /></Variable>
<Variable Name="AssistantPhone">data.Asst_Phone<Filter /></Variable>
<Variable Name="AccountName">data.Account_Name.name<Filter /></Variable>
</Variables>
<Outputs AllowEmpty="false">
<Output Type="ContactUrl" Passes="0" Value="[Domain]/crm/EntityInfo.do?module=Contacts&id=[Id]" />
<Output Type="FirstName" Passes="0" Value="[FirstName]" />
<Output Type="LastName" Passes="0" Value="[LastName]" />
<Output Type="Email" Passes="0" Value="[Email]" />
<Output Type="PhoneBusiness" Passes="0" Value="[Phone]" />
<Output Type="PhoneBusiness2" Passes="0" Value="[AssistantPhone]" />
<Output Type="PhoneHome" Passes="0" Value="[HomePhone]" />
<Output Type="PhoneOther" Passes="0" Value="[OtherPhone]" />
<Output Type="PhoneMobile" Passes="0" Value="[MobilePhone]" />
<Output Type="FaxBusiness" Passes="0" Value="[Fax]" />
<Output Type="CompanyName" Passes="0" Value="[AccountName]" />
<Output Type="EntityType" Passes="0" Value="Contacts" />
<Output Type="EntityId" Passes="0" Value="[Id]" />
</Outputs>
</Scenario>So we have added the query (Secondary_Phone:equals:[Number]). However, the matching does not work here yet. I query the telephone number 555-1234, which is also stored in the contact.
When I query the phone number, I get the following message back:
Code:
Started scenario with empty id
Started Auth
Request text: https://accounts.zoho.eu/oauth/v2/token
Request form value refresh_token set to XXXXXXX
Request form value grant_type set to refresh_token
Request form value client_id set to XXXXXXXXX
Request form value client_secret set to XXXXXXXXX
Response text: {"access_token":"XXXXXXX","scope":"zohocrm.modules.tasks.CREATE zohocrm.modules.accounts.READ zohocrm.modules.contacts.READ zohocrm.modules.contacts.CREATE zohocrm.modules.calls.CREATE zohocrm.users.READ zohocrm.modules.leads.READ zohocrm.modules.leads.CREATE","api_domain":"https://www.zohoapis.eu","token_type":"Bearer","expires_in":3600}
Response finished
Variable AccessToken set to XXXXXXXXX
Variable ApiDomain set to https://www.zohoapis.eu
Finished Auth
Response text: {"data":[{"First_Name":"Test","Asst_Phone":null,"Home_Phone":null,"Email":"[email protected]","Last_Name":"555-1234","Phone":"123456789000","Other_Phone":null,"Secondary_Phone":"555-1234","Account_Name":null,"id":"299205000011074223","Fax":null,"Mobile":null}],"info":{"per_page":200,"count":1,"page":1,"sort_by":"id","sort_order":"desc","more_records":false}}
Response finished
Variable Id set to 299205000011074223
Variable FirstName set to Test
Variable LastName set to 555-1234
Variable Email set to [email protected]
Variable Phone set to 123456789000
Variable Secondary_Phone set to 555-1234
Variable HomePhone set to
Variable OtherPhone set to
Variable MobilePhone set to
Variable Fax set to
Variable AssistantPhone set to
Variable AccountName set to
Finished scenario with empty id
Started scenario with empty id
Request text: https://www.zohoapis.eu/crm/v2.1/Leads/search?criteria=((Phone:equals:551234) or (Mobile:equals:551234) or (Fax:equals:551234))&fields=id,First_Name,Last_Name,Phone,Mobile,Fax,Email,Company
Response text:
Response finished
Finished scenario with empty id
Started scenario with empty id
Request text: https://www.zohoapis.eu/crm/v2.1/Accounts/search?criteria=((Phone:equals:551234) or (Fax:equals:551234))&fields=id,Phone,Fax,Account_Name
Response text:
Response finished
Finished scenario with empty id
Started CreateContactRecord
Response finished
Finished CreateContactRecord
Result obtainedHere you can see that the query for the Secondary_Phone is present, you can also see that the phone number can be read from Zoho, but no match takes place. The general field message is also: The CRM integration is correct, but the phone number could not be assigned to a contact. Please check the error log for previously undetected problems and warnings, and use a different phone number.
If I enter the same phone number in the Phone field, the contact can be found directly.
Is there anything that needs to be changed in the overall code? So that the self-created field can be matched?
