Tables
The connector models the data in Zoho CRM as a list of tables in a relational database that can be queried using standard SQL statements.
CData Tableau Connector for Zoho CRM Tables
Name | Description |
Accounts | Create, update, delete, and query information regarding accounts. |
Activities | Delete, and query information regarding activities. |
Attachments | Delete, and query information regarding attachments. |
Calls | Create, update, delete, and query information regarding calls. |
Campaigns | Create, update, delete, and query information regarding campaigns. |
Cases | Create, update, delete, and query information regarding cases. |
ContactRoles | Get, add, update, or delete the list of contact roles |
Contacts | Create, update, delete, and query information regarding contacts. |
Currencies | Get, add or update currencies to your organization. |
Deals | Create, update, delete, and query information regarding deals. |
Invoices | Create, update, delete, and query information regarding invoices. Not available in free and standard ZohoCRM accounts. |
Leads | Create, update, delete, and query information regarding Leads. |
Meetings | Create, update, delete, and query information regarding meetings. |
Notes | Create, update, delete, and query information regarding notes. |
Pipeline | To fetch the details of all or a specific pipeline in the Deals module. It works only with ApiVersion=2.1. |
PriceBooks | Create, update, delete, and query information regarding price books. Not available in free and standard ZohoCRM accounts. |
Products | Create, update, delete, and query information regarding products. Not available in free and standard ZohoCRM accounts. |
PurchaseOrders | Create, update, delete, and query information regarding purchase orders. Not available in free and standard ZohoCRM accounts. |
Quotes | Create, update, delete, and query information regarding quotes. Not available in free and standard ZohoCRM accounts. |
SalesOrders | Create, update, delete, and query information regarding sales orders. Not available in free and standard ZohoCRM accounts. |
Solutions | Create, update, delete, and query information regarding solutions. |
Tasks | Create, update, delete, and query information regarding tasks. |
Vendors | Create, update, delete, and query information regarding vendors. |