Pipeline
To fetch the details of all or a specific pipeline in the Deals module. It works only with ApiVersion=2.1.
Table-Specific Information
Select
The connector will use the Zoho CRM API to process WHERE clause conditions built with the following column and operator.
For example, the following queries are processed server side:
SELECT * FROM Pipeline WHERE Id = '228122000000223002' AND LayoutId = '228122000000000173' SELECT * FROM Pipeline WHERE LayoutId = '228122000000000173'
Insert
The maps values can be obtained by using the Fields view.Insert Into Pipeline (LayoutId,DisplayValue,default,maps) VALUES ('4917206000000318488','Test_pipee11','true','[\n" + " {\n" + " \"display_value\": \"Qualification\",\n" + " \"sequence_number\": \"2\",\n" + " \"id\": \"4917206000000006801\"\n" + " },\n" + " {\n" + " \"display_value\": \"Needs Analysis\",\n" + " \"sequence_number\": \"1\",\n" + " \"id\": \"4917206000000006803\"\n" + " }\n" + " ]')
Required fields: LayoutId, DisplayValue, Default and maps.
Any field which is not read-only (ReadOnly = false in the table below) can be inserted.
Update
You must specify the Id and LayoutId in the WHERE clause when executing an update against this table.
UPDATE Pipeline Set DisplayValue = 'Pipeline_test12', default = 'false', maps = '[\n" + " {\n" + " \"display_value\": \"Qualification\",\n" + " \"sequence_number\": \"2\",\n" + " \"id\": \"4917206000000006801\"\n" + " },\n" + " {\n" + " \"display_value\": \"Needs Analysis\",\n" + " \"sequence_number\": \"1\",\n" + " \"id\": \"4917206000000006803\"\n" + " }\n" + " ]' WHERE Id = '4917206000000357004' AND LayoutId = '4917206000000318488' ")
Required fields: Id,LayoutId.
Any field which is not read-only (ReadOnly = false in the table below) can be updated.
Delete
The users can use the TransferAndDeltePipeline stored procedure to delete the pipeline.
Columns
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
A unique numeric identifier for the profile. |
DisplayValue | String | False |
The name of the pipeline. |
Default | Boolean | False |
The default value of the pipeline. |
ActualValue | String | False |
The actual name of the pipeline. |
Maps | String | False |
The different stages that a deal has to pass through in the sales pipeline. |
LayoutId [KEY] | String | False |
The unique ID of the layout in the Deals module you want to fetch the pipeline's details from. |