Endpoint Insert [Dynamic Endpoint]

Name

post_[dynamic_endpoint_name]

Description

No description available

Related Tables

[Dynamic Table]

Parameters

Output Columns

Input Columns

Examples

SSIS

Use Zoho CRM Connector in API Source or in API Destination SSIS Data Flow components to read or write data.

API Destination

This Endpoint belongs to the [Dynamic Table] table, therefore it is better to use it, instead of accessing the endpoint directly. Use this table and table-operation pair to insert [dynamic endpoint]:

API Destination - Zoho CRM

Zoho CRM Connector can be used to integrate Zoho CRM API in your App / BI Tools. You can exchange data on Accounts, Leads, Contacts and many other modules.

Zoho CRM

[Dynamic Table]

Insert

Optional Parameters
Triggers	"approval","workflow","blueprint"

ODBC application

Use these SQL queries in your ODBC application data source:

Create a Deal with Lookup fields (e.g. set Account, Contact, Owner etc by Id or Name)

This examples shows how to create a new record with Lookup field(s) e.g account, contact or owner.

INSERT INTO Deals(
	Deal_name,
	Amount,
	Lead_Source,
	Account_Name,
	Contact_Name,
	Owner
	)
VALUES
   (
   'My Test Deal Creatyed on <<FUN_NOW>>', --deal name
   1000.50, --amount
   'Cold Call', --lead source
   '{name:"ZappySys"}', --account name or use id '{id:"1558554000030180013"}'
   '{id:"1558554000089352998"}' --contact id 
   '{id:"1558554000089352912"}' --owner id or use email {email: "bob-the-salesman@abc.com"}
   )

Create a new record

INSERT INTO Accounts(Account_Name, Phone) VALUES('Company ABC','111-567-8888')

Create a new account record (with show output on / off)

INSERT INTO Accounts(Account_Name, Phone) VALUES('Company ABC','111-567-8888') WITH(Output=1)

Create new account(s) in BULK (read / write from external source)

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
   '
)

SQL Server

Use these SQL queries in SQL Server after you create a data source in Data Gateway:

Create a Deal with Lookup fields (e.g. set Account, Contact, Owner etc by Id or Name)

This examples shows how to create a new record with Lookup field(s) e.g account, contact or owner.

DECLARE @MyQuery NVARCHAR(MAX) = 'INSERT INTO Deals(
	Deal_name,
	Amount,
	Lead_Source,
	Account_Name,
	Contact_Name,
	Owner
	)
VALUES
   (
   ''My Test Deal Creatyed on <<FUN_NOW>>'', --deal name
   1000.50, --amount
   ''Cold Call'', --lead source
   ''{name:"ZappySys"}'', --account name or use id ''{id:"1558554000030180013"}''
   ''{id:"1558554000089352998"}'' --contact id 
   ''{id:"1558554000089352912"}'' --owner id or use email {email: "bob-the-salesman@abc.com"}
   )';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];

Create a new record

DECLARE @MyQuery NVARCHAR(MAX) = 'INSERT INTO Accounts(Account_Name, Phone) VALUES(''Company ABC'',''111-567-8888'')';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];

Create a new account record (with show output on / off)

DECLARE @MyQuery NVARCHAR(MAX) = 'INSERT INTO Accounts(Account_Name, Phone) VALUES(''Company ABC'',''111-567-8888'') WITH(Output=1)';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];

Create new account(s) in BULK (read / write from external source)

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

DECLARE @MyQuery NVARCHAR(MAX) = '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
   ''
)';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];