SQL Server guide

Update record owner


Updates the owner of a record (e.g., Account, Contact, Deal, Lead). This example shows how to update a lookup field like Owner using a unique identifier such as email or ID. In this case, the owner of a specific Account is updated by email.

Standard SQL query example

This is the base query accepted by the connector. To execute it in SQL Server, you have to pass it to the Data Gateway via a Linked Server. See how to accomplish this using the examples below.

UPDATE Accounts 
SET Owner='{email: "bob-the-salesman@abc.com"}'
--SET Owner='{id: "1558554000186378001"}' --you can also use Id
Where Id='1558554000137221573'

Using OPENQUERY in SQL Server

SELECT * FROM OPENQUERY([LS_TO_ZOHO_CRM_IN_GATEWAY], 'UPDATE Accounts 
SET Owner=''{email: "bob-the-salesman@abc.com"}''
--SET Owner=''{id: "1558554000186378001"}'' --you can also use Id
Where Id=''1558554000137221573''')

Using EXEC in SQL Server (handling larger SQL text)

The major drawback of OPENQUERY is its inability to incorporate variables within SQL statements. This often leads to the use of cumbersome dynamic SQL (with numerous ticks and escape characters).

Fortunately, starting with SQL 2005 and onwards, you can utilize the EXEC (your_sql) AT [LS_TO_ZOHO_CRM_IN_GATEWAY] syntax.

DECLARE @MyQuery NVARCHAR(MAX) = 'UPDATE Accounts 
SET Owner=''{email: "bob-the-salesman@abc.com"}''
--SET Owner=''{id: "1558554000186378001"}'' --you can also use Id
Where Id=''1558554000137221573'''
EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY]