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Custom Scripts & Formatting Functions in OneLead

OneLead supports custom scripts to process and format lead data before saving it into the CRM. These functions help with data validation, transformation, and automation.

This guide covers: - Built-in functions available in OneLead - How to use formatting functions in Lead Mapping - Creating custom functions - Best practices for customization

Built-in Formatting Functions

The following functions are available and can be applied during Lead Mapping.

Function Name Description
format_phone_number Formats a phone number into +country_code-local_number format and ensures validity. takes param value default_region if not passed it's "IN"
calculate_age Calculates age based on date of birth.
extract_country_from_address Extracts the country name from an address string.
add_prefix Adds a prefix to a value if not empty.
capitalize_name Capitalizes the first letter of each word in a name.
current_date Returns the current date.

Using Formatting Functions in Lead Mapping

To apply a formatting function: 1. Go to "Meta Ads Page Config" > "Quick Map Lead Fields". 2. Select the desired function in the Formatting Function column. 3. The function will automatically transform the lead data before saving.

Creating Custom Formatting Functions

You can create custom functions and register them for use in OneLead.

Steps to Add a New Function

  1. Define a Python function.
  2. Use the @register_function("function_name") decorator.
  3. The function becomes available in OneLead’s Formatting Function dropdown.

Example: Convert Text to Uppercase

@register_function("convert_to_uppercase")
def convert_to_uppercase(value):
    return value.upper() if value else value

Best Practices

✔️ Keep function logic simple and efficient.
✔️ Handle edge cases (e.g., missing values, incorrect formats).
✔️ Use error handling (try-except) to prevent failures.
✔️ Test functions before applying them to live data.

Future Enhancements (Upcoming: low priority)

  • Dynamic Function Parameters: Define parameters via UI.
  • Function Chaining: Apply multiple functions sequentially.
  • Additional Built-in Helpers: Date formatting, currency conversion, etc.
  • Contributions are always welcome.

Next Steps