Excel Add-In for Zoho CRM

Build 24.0.9060

Leads

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

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 Leads(FirstName, LastName, Title) VALUES('Alert', 'Bat', 'Mr')
INSERT INTO LEADS(FirstName, LastName, Email, Trigger) VALUES('Enthusiastic', 'Panda', '[email protected]', 'workflow,approval,blueprint')

Required fields: LastName.

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 Leads WHERE Id = '3152079000000153079'

Update

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

UPDATE Leads SET Description = 'Changed from the API.' WHERE Id = '3152079000000488014'

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

LeadOwner_Id String False

LeadOwner_Name String False

FirstName String False

Salutation String False

Company String False

Title String False

LastName String False

FullName String False

Phone String False

Email String False

Mobile String False

Fax String False

LeadSource String False

Website String False

Industry String False

LeadStatus String False

EmailOptOut Bool False

No.ofEmployees Int False

AnnualRevenue Decimal False

ModifiedBy_Id String False

ModifiedBy_Name String False

Layout_Id String False

Layout_Name String False

Rating String False

Tag String False

CreatedBy_Id String False

CreatedBy_Name String False

SkypeID String False

CreatedTime Datetime False

SecondaryEmail String False

ModifiedTime Datetime False

Twitter String False

LastActivityTime Datetime False

UnsubscribedMode String True

LeadConversionTime Int False

UnsubscribedTime Datetime True

LastEnrichedTime Datetime True

EnrichStatus String True

Locked Bool True

Street String False

City String False

State String False

ZipCode String False

Country String False

Description String False

LeadImage 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 24.0.9060