Tableau Connector for Zoho CRM

Build 25.0.9434

Leads

Manages unqualified prospect records, allowing conversion into contacts, accounts, or deals after qualification.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Note: When UseCOQL is set to true, a SELECT * query may fail due to the large number of columns in this table. To avoid this error:

  • Specify fewer than 50 columns in the SELECT clause
  • Or set the UseCOQL connection property to false to disable COQL and use the REST or BULK API

Insert

You must specify the LastName column when inserting a new lead. The following examples demonstrate valid insert operations:

-- Insert a lead with a first name, last name, and title
INSERT INTO Leads (FirstName, LastName, Title) VALUES ('Alert', 'Bat', 'Mr')

-- Insert a lead and trigger associated workflows, approvals, or blueprints
INSERT INTO Leads (FirstName, LastName, Email, Trigger) VALUES ('Enthusiastic', 'Panda', '[email protected]', 'workflow,approval,blueprint')

Required fields: LastName is required.

Any field which is not read-only (ReadOnly = false in the table schema) can be inserted.

Delete

You must specify the Id column in the WHERE clause to delete a record. The following example demonstrates a delete operation:

-- Delete a lead by its unique ID
DELETE FROM Leads WHERE Id = '3152079000000153079'

Update

You must specify the Id column in the WHERE clause to update a record. The following example demonstrates an update operation:

-- Update the description field for a specific lead
UPDATE Leads SET Description = 'Changed from the API.' WHERE Id = '3152079000000488014'

Required fields: Id is required. The update must target a specific record.

Any field which is not read-only (ReadOnly = false in the table schema) can be updated.

Columns

Name Type ReadOnly Description
Id [KEY] String True

Unique identifier for the lead record.

LeadOwner_Id String False

Identifier of the user who owns the lead.

LeadOwner_FirstName String True

First name of the lead owner.

LeadOwner_LastName String True

Last name of the lead owner.

LeadOwner_Email String True

Email address of the lead owner.

LeadOwner_Name String True

Full name of the lead owner.

Company String False

Name of the company the lead is associated with.

FirstName String False

First name of the lead.

LastName String False

Last name of the lead.

FullName String False

Full name of the lead, combining first and last names.

Title String False

Job title or designation of the lead.

Email String False

Primary email address of the lead.

Phone String False

Primary phone number of the lead.

Fax String False

Fax number associated with the lead.

Mobile String False

Mobile phone number of the lead.

Website String False

Website URL of the lead's company.

LeadSource String False

Source from which the lead originated, such as trade show or web form.

LeadStatus String False

Current status of the lead, such as new or contacted.

Industry String False

Industry to which the lead's company belongs.

No.ofEmployees Int False

Number of employees in the lead's company.

AnnualRevenue Decimal False

Annual revenue of the lead's company.

Rating String False

Internal rating or classification assigned to the lead.

EmailOptOut Bool False

Indicates whether the lead has opted out of email communication.

SkypeID String False

Skype Id associated with the lead.

CreatedBy_Id String False

Identifier of the user who created the lead record.

CreatedBy_FirstName String True

First name of the user who created the lead.

CreatedBy_LastName String True

Last name of the user who created the lead.

CreatedBy_Email String True

Email address of the user who created the lead.

CreatedBy_Name String True

Full name of the user who created the lead.

ModifiedBy_Id String False

Identifier of the user who last modified the lead.

ModifiedBy_FirstName String True

First name of the user who last modified the lead.

ModifiedBy_LastName String True

Last name of the user who last modified the lead.

ModifiedBy_Email String True

Email address of the user who last modified the lead.

ModifiedBy_Name String True

Full name of the user who last modified the lead.

CreatedTime Datetime False

Timestamp indicating when the lead was created.

ModifiedTime Datetime False

Timestamp indicating when the lead was last modified.

Salutation String False

Salutation or courtesy title, such as Mr., Ms., or Dr.

SecondaryEmail String False

Secondary email address for the lead.

LastActivityTime Datetime True

Timestamp of the most recent activity related to the lead.

Twitter String False

Twitter handle associated with the lead.

Tag String False

Comma-separated list of tags associated with the lead.

Street String False

Street address of the lead.

City String False

City in the lead's address.

State String False

State or region in the lead's address.

ZipCode String False

Postal or ZIP code in the lead's address.

Country String False

Country in the lead's address.

Description String False

Detailed notes or description related to the lead.

LeadImage String False

Link or reference to the lead's profile image.

UnsubscribedMode String True

Method by which the lead unsubscribed from communication, such as manual or link.

UnsubscribedTime Datetime True

Timestamp indicating when the lead unsubscribed.

ChangeLogTime Datetime True

Timestamp of the most recent logged change to the lead record.

Locked Bool True

Indicates whether the lead record is locked from editing.

LastEnrichedTime Datetime True

Timestamp of the most recent data enrichment for the lead.

EnrichStatus String True

Current status of data enrichment, such as in progress or completed.

Pseudo-Columns

SELECT ステートメントのWHERE 句では、疑似カラムフィールドを使用して、データソースから返されるタプルを詳細に制御することができます。

Name Type Description
DuplicateCheckFields String

Field or fields used to identify duplicate records during an upsert. Multiple fields are supported in the REST API, but only one is allowed in the BULK API.

Trigger String

Specifies whether to trigger automation or workflow rules when inserting the record.

CustomViewId Long

Identifier of the custom view used to filter this record. Applies only when the useCOQL parameter is set to false.

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Build 25.0.9434