Introduction

This article explores a seamless, end-to-end automation workflow built in Zoho CRM. The solution handles Enquiries intelligently by checking for existing Contacts or Accounts, creating new ones conditionally, and ensuring that a Deal is always created with mapped information.

Objective

To automate the processing of Enquiries in Zoho CRM such that:
- Duplicate Contacts or Accounts are not created.
- A Deal is always created from every Enquiry.
- Logic is respected for creating new Accounts based on the Enquiry Type.

Key Components

1. Enquiry Form: Custom module with fields like Mobile, Email, Enquiry Type, etc.
2. Client Script: Searches existing Contacts based on Mobile or Email during entry.
3. Deluge Automation: Triggered on Enquiry creation to handle data mapping and record creation.
4. Conditions:
   - If Mobile or Email matches an existing Contact: do not create a new Contact.
   - Always create a Deal using Enquiry data.
   - If Enquiry Type is 'New Account Existing Contact': create a new Account.

Workflow Details

1. User fills Enquiry form in CRM.
2. Client script searches for existing Contacts using Mobile or Email.
3. If a match is found, it auto-fills lookup fields and notifies the user.
4. Upon Enquiry creation:
   - Deluge function checks for existing Contact and Account.
   - Creates a new Deal with mapped data.
   - Conditionally creates a new Account if 'New Account Existing Contact' is selected.

Benefits

- Avoids duplicate Contact and Account entries.
- Maintains clean CRM data structure.
- Saves time with auto-filled relationships.
- Streamlines sales pipeline entry.

Future Improvements