Tableau Connector for Zoho CRM

Build 24.0.9060

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.
Attachments Create, update, 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.
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.

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Build 24.0.9060