Introducing 'Queries' In Zoho CRM

Introducing 'Queries' In Zoho CRM

Hello everyone!

We are here with an exciting feature - Queries in Zoho CRM!

A little context before we dive right into the feature specifics :)

In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
We are thrilled to announce Queries, a powerful feature that allows you to dynamically retrieve data from CRM as well as third-party services directly within our platform. With Queries, you can streamline your workflow, gain deeper insights, and make data-driven decisions without leaving the product.

Whether you fetch records from CRM or data from any other third-party services, the Queries feature gives you the power to present that data the way you want. For example, displaying only closed deals of a contact on a canvas or displaying the details of a ticket from Zoho Desk on a screen(Kiosk) in Zoho CRM.

All you have to do is write a query that solves your business need and associate that query with the relevant CRM feature like Canvas, Kiosk etc. This helps you leverage the power of data retrieval using REST API and COQL, along with schema management, serialization of responses, and other functionalities in data handling.

Let us consider a Canvas Detail View where Deals is a related list in the Contacts module. Here, a contact can have multiple deals associated, but you want to display only those that are won.

You can write a query with the required criteria to filter out the deals and simply drag and drop them on to your canvas just like how you include other components now. Simple, isn't it?

Read on to know more!

Components of Queries

  1. Query
  2. Source
  3. Variables
  4. Serializer
  5. Schema

1. Query

Query is a component of this feature that allows you to fetch data. You can set variables, serialize the response, and manage the schema during query creation.
Query configuration depends on the Source type. You can choose the source type as COQL, Modules, or REST API to construct your query.
  • COQL type is based on CRM's Object Query Language, very similar to SQL.
  • Module type is to retrieve the records from a module by selecting the module and its fields. You can also specify the conditions to filter records.
  • REST API type is to retrieve data from external services.

2. Source

A source is the data provider.
Zoho CRM provides pre-configured sources like COQL and Module in Queries to fetch records from Zoho CRM. Apart from this, you can also create your own source in the REST API standard to fetch data from other services.

Info
Right now, you can add a source as a REST API. Future enhancements will allow you to have sources like GraphQL, Databases like MYSQL & PostgreSQL, Cloud Databases from AWS, Azure and Google Cloud, OData Protocols, etc. This broadens the range of services you can connect with Zoho CRM and simplifies data handling.

3. Variables

Queries allow you to use dynamic variables in the query for module criteria, COQL statement, endpoints, headers, etc,. When you are testing the query, a pop up asks for the test value of the variable.
However, you should pass the values of the variables(like merge fields) to the query during association.


4. Serializer

Serializer lets you modify your response using JavaScript to use it for further processing. For example, you can combine the Full_Name and Designation fields in the Leads module to be displayed as Full_Name (Designation) in the response using the serializer.


5. Schema

Schema refers to the path of each field in the result of the query. You can alter the schema to suit the field types in CRM and change their labels to suit your needs.


Association of Queries

Queries is a game-changer for users as all your data is available inside Zoho CRM's interface. Currently, you can associate queries in Canvas Detail view and show the responses of the query as "field name and value" or a list.
In Kiosk Studio, you can associate a query and use it in a screen or in the criteria component.

Canvas Detail View

Use case

Fetch only those deals of a specific account whose stage is "Negotiation" through a query. Associate this query to a Canvas and add the fields of the query to it.
Step 1: Associate a Query



Step 2: Drag and drop the fields from the associated query on the Canvas.




Kiosk Studio

Use Case
Pass the user ID as an input from the first screen to the second screen where a query is used to fetch and display the user details.

Step 1: Enter the User ID to the input field on a screen.




Step 2: Associate and configure the required query to fetch and display the relevant user details. The query will take the user ID that was input in the first screen as a variable.








Queries can be associated with the "Decision" component of Kiosk, as well, as depicted in the following images.





Info
In future enhancements, you will be able to associate a query in various features of Zoho CRM, for example in the Canvas List View as a column, in Client Script to fetch data, in Standard Detail View/List View and etc.

Supported Editions

Queries is available for the Enterprise/Zoho One and Ultimate/CRM Plus editions, and will be available in the Professional edition soon.

Exciting, isn't it? We are sure this feature will save you tons of time!
Give it a try and let us know your comments.
You can read our documentation here.

Cheers!
Shylaja S
Zoho CRM

    • Recent Topics

    • Push notifications to portal users

      Hi all, it is possible to send push notifications to portal users?

    • Rename the attachment from record template pdf in the sendmail deluge script

      Hello Zoho, I urgently need a feature to rename record templates that I send via the sendmail feature. The program I created sends emails to clients with an invoices that have been created in the invoice database. If the user selects 3 invoice numbers,

    • Alt Text On Multiple Images

      I'm using Zoho Social to post to a charity website. Often the posts have multiple images, but it seems there is only one field for Alt Text. Does that mean I can only include it for the first image? Or is there a way to add alt text for all the imag

    • [SOLVED] Getting 401 when trying to download ticket attachment via API

      I'm able to use the API just fine to access ticket content. But I cannot download ticket attachment, keep getting 401 Client Error. Example: https://desk.zoho.com.au/api/v1/tickets/{ticket_id}/attachments/{attachment_id}/content?orgId={org_id} For headers,

    • Zoho project – Workdrive integration.

      Hello everyone, I was wondering something, we did the Zoho projects integration with Zoho Workdrive but nowhere during this integration we could set the location of the folders that would be automatically created in Workdrive. As I understand it, it creates

    • Scriptを埋め込みたくてOn User Inputを探しているのですが・・・

      編集モードで、Scriptを埋め込みたい項目を選択し、「項目のプロパティ」パネルで、その下のほうに「フィールドアクション（Field Actions）」という見出しがあると聞いたのですが、そもそも、それが見つかりません。そのために、On User Inputなどのイベントが選べません。 画面の英語を日本語に訳しているためにわけわからん状態になっているのかも知れませんが、わかる方、いらっしゃいますか？

    • Problem with cloud query exceeded

      When making a call I get this error, It is associated with a function in node that calls external APIs This is the code //tokenConsultar = thisapp.ObtenerToken(); //input.token = tokenConsultar.get("output").toMap().get("token");

    • Showing Total of Funnel Chart Legend (With Values) Items

      Hi, We are using the funnel type chart for displaying our zCRM sales pipeline stages and associated sum of deals in each stage.  We have configured the legend to show the associated value (Deal Amount (Sum)) for each stage adjacent to the legend items (Stages). Is there a way to display the total of the values in the same chart?  For example, at the bottom of the legend or maybe as a #merge placeholder in the legend title?

    • How to Convert VCF Contacts to CSV using Excel

      Many users switch from traditional address books to digital formats like vCard and CSV. These formats allow users to easily manage their contacts. However, a difficulty comes when you need to transfer your contact information to another application or

    • Field authorization for Linking module in Zoho CRM portal

      Hi guys! Currently building a customer portal for one of my clients, and I ran into a bit of a roadblock while using a multi-select lookup field. The issue is that there is no way to hide or define access in the linking module created by this multi-select

    • Kaizen #63 - Layout Rules in Zoho CRM

      Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have got

    • Zoho CRM Portals - allow access per account

      Hello all, I am trying to set up a portal for our customer but I seem to be hitting an obstacle and I am not sure if it is my problem or a limitation in the software. So basically the way I understand the portal Contact Email > Each Record or Related

    • Android - Writer não acentua em Português com teclado bluetooth

      Gosto muito do Zoho, tanto o Note quando o Writer. Infelizmente, o Writer sofre de um problema sério: ao usar um teclado bluetooth, forma mais cômoda de lidar com um processador de texto, os acentos (todos!) da Língua Portuguesa não são aceitos. Todos

    • Set File Upload fields as mandatory

      Currently the CRM for some reason lacks the ability to set a file upload field as mandatory So we have an issue We have a requirement that before a Deal stage is set as Deal is Won the member needs to upload a file Now for some weird reason in Zoho I

    • Editing HTML in Zoho CRM Email Template

      I am trying to create a template within the CRM email option, but need to be able to use custom HTML. There does not seem to be a way to do so.

    • Ability to CC on a mass email

      Ability to CC someone on a mass email.

    • How to make attachments mandatory

      I want the user to be unable to mark an opportunity as Closed – Won if it doesn’t have any attachments. I’ve already tried client scripts and functions, but nothing worked.

    • SLA Ticket Report

      From data to decisions: A deep dive into ticketing system reports Service level agreement (SLA) ticket reports in a help desk system are crucial for ensuring that services are delivered according to established commitments. They help maintain accountability

    • Zoho Backstage - PCI Compliance / Web Security

      I have a couple of questions related to Backstage and payment processing.... 1. my purchasing division is not giving approval to use Backstage yet because of some security issues. In order for us to take payments via a payment gateway like Authorize.net

    • Zoho Tables August 2025 Update: Faster and Smoother

      We’ve been working behind the scenes to make Zoho Tables faster, lighter, and more reliable. Here are the highlights: Faster Response Times Optimised the way responses are generated. Reduced memory consumption by 20–25%, leading to smoother performance

    • Video Upload from app says "unsupported aspect ratio" but is verified to be correct.

      I and my social media person are experiencing a problem where Social will not accept video uploads to Instagram. The error we receive is "unsupported aspect ratio" but looking directly at the file in question we see that the width and ratio both match

    • Disposable Email Addresses

      Dear zMail Team, Can you also bring out a few disposable email addresses for each accounts? That way occasional registrations and imminent spam from them can be largely solved right? ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/

    • Zoho sheet - Zoho expense

      I want to schedule to create an expense using Zoho Sheet and flow. That is the EMI that I pay on a particular date to the bank and should be itemised, like principal and interest on the loan. Can someone help me in this regard??

    • Ability to configure a schedule/shift for each user and/or crew in Zoho FSM

      Hello, In our team of Field Agents, we have different shifts. Some field agent always work from 7:00 AM to 4:00 PM while others work the evening shift like 4:00 PM to 11:00 PM. Sometime shift are on weekdays only or on weekend. It would be great to be

    • Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk

      Hello Everyone! Have you been wondering about bridging the gap between digitised customer service and business paperwork? Join our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online

    • Zoho Books | Product updates | July 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho

    • Mail Search should allow grouping by conversation like Gmail.

      Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the

    • Improve Zoho Learn updated article notifications

      I noticed today while updating an article, that the notification users get says "[User Name] has published article [Article Name]..." My feedback to the product team is that it would be really helpful for an end user, if the system notification differentiated

    • Safari Support

      Safari, the world's second largest browser, zoho desk does not officially or fully support. That needs to change.

    • Can I get images from an "Image Upload" field in a webhook?

      I want to send images from 2 "image upload" fields via a webhook. Is this possible?

    • Ticket closure notification - all contacts cc'd on email thread

      Hello, If a client sends an email to our service desk and cc's in other people that work at the same company - so that they are in the loop of the service request. When the we close the ticket, only the ticket owner (person who emailed us - which created

    • Inactive account cleanup policy for Zoho Sign

      Zoho Sign reserves the right to delete accounts that are license free and inactive for more than 120 days. The account deletion will be initiated only after the user receives prior email notice about possible data deletion and how to backup the data.

    • Missde API documentation for Sales Receipt

      Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailed

    • Multi-currency in Zoho CRM Forecast and Reports

      As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales

    • How to select from pricebook when creating a salesorder or quote

      I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?

    • Proposal for Creating a Unique "Address" Entity in Zoho FSM

      The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides

    • I cannot find my older documents from 2024 and 2023

      I cannot find my older documents from 2024 and 2023.

    • System default SLA descriptions can't be modified

      The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes

    • Customising Help Center

      Hi I don't think it is possible to add custom pages to help center? We'd like to use this as a customer portal with support tickets, FAQ/Guides, Billing and contracts. Is there any plans to add a feature like this or an alternative way to do it other

    • Replies sometimes creating separate ticket

      Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

    • Next Page