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

Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals — almost no coding required.

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

<p>Creates a new Deal record with lookup fields populated. This example demonstrates how to set <code>Account_Name</code>, <code>Contact_Name</code>, and <code>Owner</code> using their respective Names, IDs, or Emails during the INSERT operation.</p>

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 an account

<p>Creates a new Account record. This example demonstrates using the <code>INSERT INTO</code> statement to add a new account with <code>Account_Name</code> and <code>Phone</code>.</p>

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

Create an account (with output)

<p>Creates a new Account record and returns the created record's details. This example uses <code>WITH(Output=1)</code> to display the result of the INSERT operation.</p>

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

Bulk create accounts using SQL Server data

<p>Creates multiple Account records in bulk using data from a SQL Server database. This example demonstrates using the <code>SOURCE</code> clause to read data from an external ODBC/OLEDB source and insert it into Zoho CRM.</p>

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

<p>Creates a new Deal record with lookup fields populated. This example demonstrates how to set <code>Account_Name</code>, <code>Contact_Name</code>, and <code>Owner</code> using their respective Names, IDs, or Emails during the INSERT operation.</p>

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 an account

<p>Creates a new Account record. This example demonstrates using the <code>INSERT INTO</code> statement to add a new account with <code>Account_Name</code> and <code>Phone</code>.</p>

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 an account (with output)

<p>Creates a new Account record and returns the created record's details. This example uses <code>WITH(Output=1)</code> to display the result of the INSERT operation.</p>

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];

Bulk create accounts using SQL Server data

<p>Creates multiple Account records in bulk using data from a SQL Server database. This example demonstrates using the <code>SOURCE</code> clause to read data from an external ODBC/OLEDB source and insert it into Zoho CRM.</p>

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];