Transfer SMS History from Leads to Contacts

On Lead Conversion, a lead gets converted to a Contact or Accounts or Deals. Users can map the Lead fields with those of the Contacts, Accounts or Deals, so that the details of the Leads such as Name, Mobile Number, Industry, etc., are transferred to the appropriate fields of these modules.

SMS-Magic Interact extension has Workflow Rules which are used to associate SMS History of Lead to Contacts upon lead conversion. By default, these rules are active. Please contact your Administrator to deactivate them.

Transferring SMS History from Leads to Contacts, on Lead Conversion, is achieved by these Workflows –

Smsmagic4__nzqqa: This Workflow Rule will work only when a Lead record is created or updated. Each record has a unique LeadIDCPY field which is basically Stores Lead Id in a field which on conversion to contact – is copied into contact.

Smsmagic4__vpwyo: This Workflow Rule will copy SMS History records from Lead to Contact on Lead conversion.

To transfer SMS History records to Converted Leads, perform the steps mentioned below:

  1. On Zoho CRM, click on Settings > Customization >  Modules and Fields
  2. Hover over on Lead Module, and click on the Ellipsis icon. Click on the Lead Conversion Mapping button.
  1. For LeadIDCPY field mapping, select LeadIDCPY from the dropdown for the contact module and click on the Save button.
  2. The above mentioned workflow rules will now transfer SMS History records to the newly created Contact on Lead Conversion.
LeadIDCPY value will be blank for existing records for old Zoho accounts and will not work if the record is edited. Lead conversion only works if a new Lead Record is created.

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ATTENTION!!!! - Urgent Action Required

There have been new changes by the TCR that require companies sending application-to-person (A2P) SMS or Text messages within the United States to register their Brand and 10-digit long code (10DLC) numbers they are using.

The goal is to build trust within the system while delivering high customer engagement. SMS Text Messages will start failing if you don't comply with these regulations.

SMS Magic team wants to help you complete this process so you can continue serving your customers.

Please click on the below link to complete the form, and our team will start the registration process.