Zoho CRM Connector
Zoho CRM Connector Help
Version 7
ZappySys Logo File Version: v7
Supported Engine: 12

Zoho CRM Connector Examples


The ZappySys API Driver is a user-friendly interface designed to facilitate the seamless integration of various applications with the Zoho CRM API. With its intuitive design and robust functionality, the ZappySys API Driver simplifies the process of configuring specific API endpoints to efficiently read or write data from Zoho CRM.

On this page you will find some SQL examples which can be used for API ODBC Driver or Data Gateway API Connector.

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'
)

Getting Started with Examples

ZappySys API Driver is a powerful software solution designed to facilitate the extraction and integration of data from a wide range of sources through APIs. Its intuitive design and extensive feature set make it an essential asset for any organization dealing with complex data integration tasks.

To get started with examples using ZappySys API Driver, please click on the following applications:

SQL Server Connect Zoho CRM in SQL Server
Power BI Connect Zoho CRM in Power BI
SSRS Connect Zoho CRM in SSRS
Informatica Connect Zoho CRM in Informatica
MS Access Connect Zoho CRM in MS Access
MS Excel Connect Zoho CRM in MS Excel
SSAS Connect Zoho CRM in SSAS
C# Connect Zoho CRM in C#
Python Connect Zoho CRM in Python
JAVA Connect Zoho CRM in JAVA
Tableau Connect Zoho CRM in Tableau
SAP Crystal Reports Connect Zoho CRM in SAP Crystal Reports
Azure Data Factory (ADF) Connect Zoho CRM in Azure Data Factory (ADF)
ODBC Connect Zoho CRM in ODBC

Key features of the ZappySys API Driver include:

The API ODBC driver facilitates the reading and writing of data from numerous popular online services (refer to the complete list here) using familiar SQL language without learning complexity of REST API calls. The driver allows querying nested structure and output as a flat table. You can also create your own ODBC / Data Gateway API connector file and use it with this driver.

  1. Intuitive Configuration: The interface is designed to be user-friendly, enabling users to easily set up the specific API endpoints within Zoho CRM without requiring extensive technical expertise or programming knowledge.

  2. Customizable Endpoint Setup: Users can conveniently configure the API endpoint settings, including the HTTP request method, endpoint URL, and any necessary parameters, to precisely target the desired data within Zoho CRM.

  3. Data Manipulation Capabilities: The ZappySys API Driver allows for seamless data retrieval and writing, enabling users to fetch data from Zoho CRM and perform various data manipulation operations as needed, all through an intuitive and straightforward interface.

  4. Secure Authentication Integration: The driver provides secure authentication integration, allowing users to securely connect to the Zoho CRM API by inputting the necessary authentication credentials, such as API tokens or other authentication keys.

  5. Error Handling Support: The interface is equipped with comprehensive error handling support, ensuring that any errors or exceptions encountered during the data retrieval or writing process are efficiently managed and appropriately communicated to users for prompt resolution.

  6. Data Visualization and Reporting: The ZappySys API Driver facilitates the seamless processing and presentation of the retrieved data from Zoho CRM, enabling users to generate comprehensive reports and visualizations for further analysis and decision-making purposes.

Overall, the ZappySys API Driver serves as a powerful tool for streamlining the integration of applications with Zoho CRM, providing users with a convenient and efficient way to access and manage data, all through a user-friendly and intuitive interface.