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 | Represents companies or customers your business deals with; supports full creation, update, deletion, and detailed querying of account data. |
| Activities | Stores activities such as tasks, calls, and events and lets you delete or query these records for scheduling and reporting. |
| Attachments | Manages files attached to CRM records, allowing deletion or retrieval based on module, record, or filename. |
| Calls | Captures inbound and outbound call logs, including duration, outcome, and related contacts or deals. |
| Campaigns | Tracks marketing campaigns, linking them to leads, contacts, and deals for measuring engagement and revenue impact. |
| Cases | Handles customer support tickets with fields for status, priority, and resolution details; supports full CRUD operations. |
| ContactRoles | Defines and maintains the role a contact plays in relation to an account or deal, with add, update, and delete support. |
| Contacts | Stores individual contact information (including names, emails, phone numbers, and titles) supporting comprehensive record management. |
| Currencies | Maintains active currencies for your organization, including symbols and exchange rates used in deals and invoices. |
| Deals | Stores sales opportunities with fields for stage, amount, probability, and related accounts or contacts. |
| Invoices | Stores invoice header data and totals; includes billing address, due dates, and payment status. Not available in free or standard editions. |
| Leads | Captures unqualified prospects with fields for source, rating, and follow-up dates; supports conversion into contacts and deals. |
| Meetings | Stores scheduled meetings with agenda, participants, start/end times, and follow-up status. |
| Notes | Holds free-form textual notes linked to CRM records, with support for rich text, authorship, and timestamps. |
| Pipeline | Stores definitions of deal pipelines and their stages, enabling retrieval of all pipelines or a specific one for the Deals module. |
| PriceBooks | Maintains price book records that apply custom price tiers to products; not available in free or standard editions. |
| Products | Contains product catalog entries, including SKU, category, price, and stock; unavailable in free or standard editions. |
| PurchaseOrders | Stores purchase orders issued to vendors for inventory or services; not accessible in free or standard editions. |
| Quotes | Maintains quote records sent to customers with pricing, validity dates, and status; not available in free or standard editions. |
| SalesOrders | Tracks confirmed sales orders with shipment status, billing terms, and linked invoices; not available in free or standard editions. |
| Solutions | Stores knowledge-base articles and troubleshooting guides used for resolving support cases. |
| Tasks | Holds to-do items linked to records, with due dates, reminders, and priority levels. |
| Vendors | Stores vendor contact information, used in purchase orders and inventory workflows. |