Tableau Connector for Zoho CRM

Build 24.0.9175

Calls

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

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 Calls (Subject, ModuleName, RelatedTo_Id,CallType,CallStartTime) VALUES ('A test call', 'Accounts', '5768552000000433001','Outbound','May 20, 2023 12:00 AM')

Required fields: Subject, ModuleName, CallType, CallStartTime and ContactName_Id if ModuleName = Contacts and RelatedTo_Id if any other modulename is specified.

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 Calls WHERE Id = '3152079000000153079'

Update

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

UPDATE Calls SET Subject = 'Updated from API' WHERE Id = '3152079000000484001'

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 False

ContactName_Id String False

ContactName_Name String False

RelatedTo_Id String False

RelatedTo_Name String False

CallType String False

OutgoingCallStatus String False

CallStartTime Datetime False

CallDuration String False

CallOwner_Id String False

CallOwner_Name String False

DialledNumber String True

Subject String False

CallerID String True

CreatedBy_Id String False

CreatedBy_Name String False

ModifiedBy_Id String False

ModifiedBy_Name String False

CreatedTime Datetime False

ModifiedTime Datetime False

Reminder String False

VoiceRecording String False

CallDuration(inseconds) Int False

ScheduledinCRM String True

CTIEntry Bool False

Tag String False

RecordId Long True

CallPurpose String False

CallAgenda String False

CallResult String False

Description String False

ModuleName String False

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 in an upsert.

CustomViewId Long

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

Trigger String

To trigger the rule while inserting record into CRM account.

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Build 24.0.9175