gform_zohocrm_record

Description

This filter can be used to modify the record arguments before they are sent to Zoho CRM.

Usage

The following would apply to all feeds:

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add_filter( 'gform_zohocrm_record', 'your_function_name', 10, 4 );

To target feeds for a specific form append the form id to the filter name. (format: gform_zohocrm_record_FORMID)

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add_filter( 'gform_zohocrm_record_4', 'your_function_name', 10, 4 );

Parameters

  • $record array

    The record argument.

  • $module string

    The module.

  • $feed Feed Object

    The feed currently being processed.

  • $entry Entry Object

    The entry currently being processed.

  • $form Form Object

    The form currently being processed.

Example

This example shows how you can modify the record to set the Lead Assignment Rules ID (lar_id) for an entry before it is sent to Zoho CRM. You need to update the snippet with your form id number, feed name, and value for lar_id. Please read the snippet comments.

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// Change 33 to the id number of your form.
add_filter( 'gform_zohocrm_record_33', 'my_gform_zohocrm_record', 10, 5 );
function my_gform_zohocrm_record( $record, $module, $feed, $entry, $form ) {
    $feed_name  = rgars( $feed, 'meta/feedName' );
    // Change Your Feed Name Here to the name of the Zoho CRM feed.
    if ( $module === 'Leads' && $feed_name === 'Your Feed Name Here' ) {
        // Change to use your own lar_id.
        $record = array_merge( array( 'lar_id' => '123213' ), $record );
    }
    return $record;
}

Placement

This code should be placed in the functions.php file of your active theme.

Source Code

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$filtered_record = gf_apply_filters( array( 'gform_zohocrm_record', $record['form']['id'] ), $record, $module, $record['feed'], $record['entry'], $record['form'] );

This filter is located in GF_ZohoCRM_API::insert_record() in class-gf-zohocrm-api.php.