MCP Server for Zoho CRM

Build 24.0.9300

Campaigns

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

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 Campaigns (CampaignName) VALUES ('a test campaign') 

Required fields: CampaignName.

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 Campaigns WHERE Id = '3152079000000485001'

Update

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

UPDATE Campaigns SET CampaignName = 'Updated from API' WHERE Id = '3152079000000485001'

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

CampaignOwner_Id String False

CampaignOwner Id

CampaignOwner_FirstName String True

CampaignOwner FirstName

CampaignOwner_LastName String True

CampaignOwner LastName

CampaignOwner_Email String True

CampaignOwner Email

CampaignOwner_Name String True

CampaignOwner Name

Type String False

Type

CampaignName String False

CampaignName

Status String False

Status

StartDate Date False

StartDate

EndDate Date False

EndDate

ExpectedRevenue Decimal False

ExpectedRevenue

BudgetedCost Decimal False

BudgetedCost

ActualCost Decimal False

ActualCost

ExpectedResponse Long False

ExpectedResponse

Numberssent Long False

Numberssent

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

Tag String False

Tag

Description String False

Description

ParentCampaign_Id String False

ParentCampaign Id

ParentCampaign_Name String True

ParentCampaign Name

RecordId Long True

RecordId

LastActivityTime Datetime False

LastActivityTime

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