Zoho CRM ConnectorsZappySys Zoho CRM Connector provide read / write capability inside your app (see list below), using these drag and drop , high performance connectors you can perform many Zoho CRM operations without any coding. You can use this connector to integrate Zoho CRM data inside apps like SSIS, SQL Server or popular ETL Platforms / BI Tools/ Reporting Apps / Programming languages (i.e. Informatica, Power BI, SSRS, Excel, C#, JAVA, Python) |
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Click on your App below to get started with Zoho CRM Integration
Actions supported by Zoho CRM Connector
Zoho CRM Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.Parameter | Description |
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sql_query |
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Tag Id |
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Overwrite |
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Last Modified Date - Read data modified after it |
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Custom View ID |
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fields |
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sort_by |
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sort_order |
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territory_id |
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include_child |
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converted |
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Search By Criteria Expression |
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Search By Email |
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Search By Phone |
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Search By any Word |
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Include only converted records |
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Include approved records |
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Record ID(s) - Use Comma for multiple (e.g. 111,222) |
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Fire Wordflow Trigger |
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Triggers |
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Triggers |
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Duplicate_Check_Fields |
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Url |
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Body |
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IsMultiPart |
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Filter |
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Headers |
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Zoho CRM Connector Examples (For ODBC PowerPack)
This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.
Read all rows [Read more...]
SELECT * from Accounts
Update Owner of the record(s) - Account, Contacts, Deals, Leads [Read more...]
This examples shows how to update a special field called Owner for any module, Owner field is a JSON fragment field so you have to update like below using email id of the User. Below examples shows how to update Owner of the Account with id 1558554000137221573
UPDATE Accounts
SET Owner='{email: "bob-the-salesman@abc.com"}'
Where Id='1558554000137221573'
Read single row by ID [Read more...]
SELECT * from Accounts Where Id=1558554000105110008
Read reacord(s) modified after certain date [Read more...]
SELECT * from Accounts WITH(ModifiedSince = '2020-01-07T00:00:00')
Read using COQL (Zoho Serverside Query Language) [Read more...]
You can write server side query so you dont have to read full data on client side. For COQL LIMIT clause must be 200 or less. For more information check this URL https://zappysys.com/links?url=https://www.zoho.com/crm/developer/docs/api/COQL-Overview.html
SELECT * from get_module_data_coql WITH(sql_query= 'select Last_Name, First_Name, Company from Leads where Company like ''Test'' limit 200')
Update table for specific record [Read more...]
Update Leads SET Designation='VP Sales', Company='Test' Where id=1558554000012181009
Update table for specific record (older version) [Read more...]
Update Leads SET id='1558554000012181009' /* id must be supplied */, Designation='VP Sales', Company='Test'
Get accounts modified after certain date [Read more...]
SELECT * from Accounts Where Account_Name LIKE 'Test%' WITH(ModifiedSince = '2020-01-07T00:00:00')
Search accounts by specific field (server side filter) [Read more...]
You can use criteria listed here https://www.zoho.com/crm/developer/docs/api/v2/search-records.html
SELECT * FROM search_Accounts WITH(criteria='Account_Name:starts_with:test')
Create a new record [Read more...]
INSERT INTO Accounts(Account_Name, Phone) VALUES('Company ABC','111-567-8888')
Create a new account record (with show output on / off) [Read more...]
INSERT INTO Accounts(Account_Name, Phone) VALUES('Company ABC','111-567-8888') WITH(Output=1)
Delete single record by Id [Read more...]
Delete exising record by Id (single row). You can supply upto 100 comma seperated Ids
DELETE FROM Accounts WHERE id=11111111111
Delete multiple records by Ids [Read more...]
This example shows how to delete Account Records by multiple Ids. You can supply upto 100 comma seperated Ids
DELETE FROM Accounts WITH(Id='11111,22222,33333')
Upsert account record (Update or Insert - based on unique field(s) for module) [Read more...]
UPSERT INTO Accounts(Account_Name, Phone) VALUES('Company ABC','111-567-8888') WITH(Output=1)
Upsert lead record (Update or Insert - based on unique field(s) for module) [Read more...]
UPSERT INTO Leads(Last_Name, Email) VALUES('Patel','zpatel@abc.com') WITH(Output=1)
Create new account(s) in BULK (read / write from external source) [Read more...]
This examples shows how to use SOURCE clause to read data from MS SQL Server (or other external system) and send data to Zoho using Bulk API
INSERT INTO Accounts
SOURCE(
'MSSQL' --ODBC or OLEDB
,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
,'select ''Test Account-A'' as Account_Name,''111-111-1111'' as Phone
UNION
select ''Test Account-B'' as Account_Name,''222-222-2222'' as Phone
'
)
UPSERT (Update or insert) account(s) in BULK (read / write from external source) [Read more...]
This examples shows how to use SOURCE clause to read data from MS SQL Server (or other external system) and send data to Zoho using Bulk API. Record uniqueness is checked based on Unique field setup for module (i.e. email, account name, phone etc)
UPSERT INTO Accounts
SOURCE(
'MSSQL' --ODBC or OLEDB
,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
,'select ''Test Account-A'' as Account_Name,''111-111-1111'' as Phone
UNION
select ''Test Account-B'' as Account_Name,''222-222-2222'' as Phone
'
)
Update Tag(s) for exising records (add or overwrite) [Read more...]
SELECT * FROM post_tags
WITH(
module='Accounts'
, ids='1558554000105151002'
, tag_names='mytag1,mytag2'
, over_write='true'
)