MCP Server for Zoho CRM

Build 24.0.9300

Leads

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

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 Leads(FirstName, LastName, Title) VALUES('Alert', 'Bat', 'Mr')
INSERT INTO LEADS(FirstName, LastName, Email, Trigger) VALUES('Enthusiastic', 'Panda', '[email protected]', 'workflow,approval,blueprint')

Required fields: LastName.

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 Leads WHERE Id = '3152079000000153079'

Update

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

UPDATE Leads SET Description = 'Changed from the API.' WHERE Id = '3152079000000488014'

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 True

Id

LeadOwner_Id String False

LeadOwner Id

LeadOwner_FirstName String True

LeadOwner FirstName

LeadOwner_LastName String True

LeadOwner LastName

LeadOwner_Email String True

LeadOwner Email

LeadOwner_Name String True

LeadOwner Name

Company String False

Company

FirstName String False

FirstName

LastName String False

LastName

FullName String False

FullName

Title String False

Title

Email String False

Email

Phone String False

Phone

Fax String False

Fax

Mobile String False

Mobile

Website String False

Website

LeadSource String False

LeadSource

LeadStatus String False

LeadStatus

Industry String False

Industry

No.ofEmployees Int False

No.ofEmployees

AnnualRevenue Decimal False

AnnualRevenue

Rating String False

Rating

EmailOptOut Bool False

EmailOptOut

SkypeID String False

SkypeID

CreatedBy_Id String False

CreatedBy Id

CreatedBy_FirstName String True

CreatedBy FirstName

CreatedBy_LastName String True

CreatedBy LastName

CreatedBy_Email String True

CreatedBy Email

CreatedBy_Name String True

CreatedBy Name

ModifiedBy_Id String False

ModifiedBy Id

ModifiedBy_FirstName String True

ModifiedBy FirstName

ModifiedBy_LastName String True

ModifiedBy LastName

ModifiedBy_Email String True

ModifiedBy Email

ModifiedBy_Name String True

ModifiedBy Name

CreatedTime Datetime False

CreatedTime

ModifiedTime Datetime False

ModifiedTime

Salutation String False

Salutation

SecondaryEmail String False

SecondaryEmail

LastActivityTime Datetime True

LastActivityTime

Twitter String False

Twitter

Tag String False

Tag

Street String False

Street

City String False

City

State String False

State

ZipCode String False

ZipCode

Country String False

Country

Description String False

Description

LeadImage String False

LeadImage

UnsubscribedMode String True

UnsubscribedMode

UnsubscribedTime Datetime True

UnsubscribedTime

ChangeLogTime Datetime True

ChangeLogTime

Locked Bool True

Locked

LastEnrichedTime Datetime True

LastEnrichedTime

EnrichStatus String True

EnrichStatus

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 duplicate records in an upsert. The REST API allows for more than one field in the duplicate check but the BULK API only allows one field.

Trigger String

To trigger the rule while inserting record into CRM account.

CustomViewId Long

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

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Build 24.0.9300