Leads to Leads Relationship on Conversion

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1

Hey guys, so I have a client with Leads who may have ā€œSiblingsā€ who are also leads.

Created leads_leads_1 relationship no problem.

However, on convert to Contact I want to keep that relationship. I think I need to have a corresponding leads_leads_1 relationship. However, canā€™t create that in Studio on the Contacts side.

Can I just create this relationship programmatically?

2

What exactly did you try in Studio?

Contact to Contact? A second contact to Lead, apart from the default one?

It should be possibleā€¦

3

Thanks @pgr, I canā€™t select Leads -Leads in the contact module because the first field always has to be Contacts and it wonā€™t let you change it. I also noticed that I already have a leads_leads_1MetaData.php in custom, so I canā€™t create another with the same name for contacts. Kind of stumped on how to do it, unless with an after save hook on new accounts maybe? And just populate a contacts_leads relationship and call it ā€œSiblingsā€.

Hopefully I was clear, so here is what Iā€™m trying to do

LEADS (conversion =>) CONTACTS
leads_leads - Relationsip (m2m) => contacts_leads -Relationship (m2m)

contacts leads
contacts leads1002Ɨ445 16.9 KB

4

I think the new relationship, between the sibling Lead and the newly created Contact, is a Contacts-Lead relationship for sure.

But yes, youā€™ll need some custom code to make it happen. Iā€™m not sure you can do it from a logic hook, but itā€™s worth a try.

If not, then perhaps some customization of the conversion code. In the same place where itā€™s copying fields over from the Lead to the Contact.

Have a look at this PR where I made a similar enhancement:

Iā€™m not sure about doing that in an upgrade-safe way, youā€™ll also have to investigate that part.

5

Thanks @pgr Iā€™ll try that. Just got side tracked, but back on this project shortly.

6

@pgr Iā€™m trying out this: Angel's Blog: Logic Hooks: Lead History Transfer
I tested it with ā€œnotesā€ as in the tutorial and it works great!

However, Iā€™m struggling to get it to work for my case. I know itā€™s firing because itā€™s removing the relationship from the lead. Just not creating it on the contact. No errors are generated. Does this look right? Or will it only work with a one-to-many?

     class DataTransfer
 {
  function doDataTransfer($bean, $events, $arguments)
  {
   $action  = $_REQUEST['action'];
   
   if ($action == 'ConvertLead') //Must confirm it only triggers on conversion!!
   {
    $lead_id  = $bean->id;
    $contact_id = $bean->contact_id;
     
    $bean->load_relationship('leads_contacts_1');
    
    //Remove relationship 
    $rcontacts = array();
    foreach ($bean->leads_contacts_1->getBeans() as $rcontact)
    {
     $rcontact_id = $rcontact->id;
     $rcontacts[] = $rcontact_id;   
    
     $bean->leads_contacts_1->delete($lead_id, $rcontact_id);
    }
   
    $bean->save();
    
    //Transfer relationship to Contact record
    $contact = new Contact();
    $contact->retrieve($contact_id);
    
    $contact->load_relationship('leads_contacts_1');
    foreach ($rcontacts as $rcontact)
    {
     $contact->leads_contacts_1->add($rcontact);
    }
   }
  }
 }
7

Whoo Hoo! Got it working duh, the relationship on the ā€œContactsā€ side should be contacts_contacts_1 not leads_contacts_1

If anyone else needsā€¦ hereā€™s the working code:
Hereā€™s the working code: on the lead side the relationship is leads_contacts_1
on the contact side the relationship is contacts_contacts_1

 class DataTransfer
 {
  function doDataTransfer($bean, $events, $arguments)
  {
   $action  = $_REQUEST['action'];
   
   if ($action == 'ConvertLead') //Must confirm it only triggers on conversion!!
   {
    $lead_id  = $bean->id;
    $contact_id = $bean->contact_id;
     
    $bean->load_relationship('leads_contacts_1');
   
    //Remove relationship 
    $rcontacts = array();
    foreach ($bean->leads_contacts_1->getBeans() as $rcontact)
    {
     $rcontact_id = $rcontact->id;
     $rcontacts[] = $rcontact_id;   
    
     $bean->leads_contacts_1->delete($lead_id, $rcontact_id);
    }
   
    
    //Transfer relationship to Contact record
    $contact = new Contact();
    $contact->retrieve($contact_id);
    
    $contact->load_relationship('contacts_contacts_1');
    foreach ($rcontacts as $rcontact)
    {
     $contact->contacts_contacts_1->add($rcontact);
    }
   }
  }
 }

This is setup as a logic hook in custom/modules/Leads/{name of logic hook}. php

1 Like
8

Quick note: if anyone else uses this method, you can see I removed $bean->save() the second time around. It seems to work OK if youā€™re only updating one relationship. Once I tried a second logic hook to update another relationship (leads to lead) it created an infinite loop and hung. It works without $bean->save() and doesnā€™t hang if you try to copy more than one relationship.

9

Very nice! :tada:

(See the edits I made to your posts to learn about how to get the nice syntax highlighting)

1 Like