Excel Add-In for Zoho CRM

Build 24.0.9060

TransferAndDeletePipeline

Deletes a pipeline and transfers the associated stages to another pipeline.

Procedure-Specific Information

ZohoCRM Supports deleting a pipeline and transferring the associated stages to another pipeline by providing the FromId, ToId,Stages and LayoutId of the related pipeline.

Note: It works only with ApiVersion=2.1.

For Example:

EXEC TransferAndDeletePipeline FromId = '228122000000252002',ToId = '228122000000202388', Stages = '[\n" +
            "        {\n" +
            "          \"from\": \"4917206000000006801\",\n" +
            "          \"to\": \"4917206000000006801\"\n" +
            "        }\n" +
            "      ]', LayoutId = '228122000000202258'

Input

Name Type Description
FromId String The ID of the pipeline you want to delete and transfer the associated deals from.
ToId String The ID of the pipeline you want to transfer deals to from another pipeline.
Stages String The stages in the pipeline you want to map to the new one.
LayoutId String The unique ID of the layout in the Deals module you want to fetch the pipeline's details from.

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Build 24.0.9060