How to add a product to a lead with Zoho CRM

[inel]

I was looking for an option to add the products we have in Zoho CRM to a lead. Unfortunately, I didn't find a way to do it.

• I only found these fields related to leads:
  
  
  
  
  I share only the fields that allow adding:
  
  
  
  
  In products, I can't find a task to add a product to a lead:
  
  
  
  
  Automation allows me to create the prospect successfully:
  
  
  
  
  My goal is to add a product to the prospect from the same automation:
  
  
  
  
  The result I need the automation to perform:
  

How could I do that automation?

I would like you to guide me to solve the problem, I may not be doing it correctly

Good day

 

[ArshilAhmad]

Hi @inel,

It seems like you are looking to create a sales order. Please try using the 'Create Sales Order' action event to achieve your use case.

 

[inel]

Hi ArchilAhmad,

I appreciate the immediate response. However, the "Sales Order" event is another Zoho CRM module that is not related to leads:

The automation we need is in the "Leads" - "Prospects" module.

When a record is created in the automation, it automatically adds a specific product to the lead.

I am grateful for your help. If there is a way to do that procedure, I would be happy if you could guide me.

Have a great day.

 

[ArshilAhmad]

Is 'Nombre De Producto' a custom field, that you have added to the Lead module?

 

[inel]

Si es un campo manual que hemos creado, ya que no hay ese campo, y necesitamos agregar un producto al prospecto desde la misma automatización.
Su ayuda por favor.

 

[ArshilAhmad]

Please try using the 'Insert/Update Record' action event. It seems that the 'Nombre De Producto' field is being fetched now.

 

[inel]

Good morning, I appreciate your support, but as I mentioned, I created the "product name" field manually, but that field does not exist in Insert/Update.
We want the product name to appear automatically in the prospectus, please help.

 

[ArshilAhmad]

Do you want the fields marked in yellow or the product name marked in red to appear in action step?