TDV Adapter for Zoho CRM

Build 24.0.9060

Deals

Create, update, delete, and query information regarding deals.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert


INSERT INTO Deals (DealName, Stage) VALUES ('Converting company XYZ into our client.', 'Qualification')

Required fields: DealName.

Any field which is not read-only (ReadOnly = false in the table below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table. 

DELETE FROM Deals WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table. 

UPDATE Deals SET Description = 'Updated from API' WHERE Id = '3152079000000153079'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Name Type ReadOnly Description
Id [KEY] String False

DealOwner_Id String False

DealOwner_Name String False

Amount Decimal False

DealName String False

ClosingDate Date False

Pipeline String False

AccountName_Id String False

AccountName_Name String False

Stage String False

Type String False

ReasonForLoss String False

NextStep String False

Probability(%) Int False

LeadSource String False

ExpectedRevenue Decimal True

ContactName_Id String False

ContactName_Name String False

CampaignSource_Id String False

CampaignSource_Name String False

ModifiedBy_Id String False

ModifiedBy_Name String False

CreatedBy_Id String False

CreatedBy_Name String False

ModifiedTime Datetime False

CreatedTime Datetime False

Tag String False

LastActivityTime Datetime False

SalesCycleDuration Int False

LeadConversionTime Int False

OverallSalesDuration Int False

RecordId Long True

Locked Bool True

Description String False

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
DuplicateCheckFields String

The field/s to be used for checking in an upsert.

CustomViewId Long

The custom view Id to be used for filtering this record. Will work when useCOQL=false.

Trigger String

To trigger the rule while inserting record into CRM account.

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Build 24.0.9060