Hi everyone,
We have GDPR compliance enabled in Zoho CRM, which has added the Data Source section within the Data Privacy tab for Leads and Contacts.
This section shows useful information such as:
Original creation source, for example Zoho Forms
Form name
Device type
Organisation name
Last updated source
Updated date
For example, one of our records shows:
Created Source: Zoho Forms
Form Name: Contact Us
Device Type: PC
Organisation Name: neurobridge1
Last Updated Source: API
We would like to use the original creation information to populate our own custom fields, such as:
Master Record Source
Source Platform
Source Detail
Form Name
The aim is to preserve the original acquisition source and report on it within Zoho Analytics.
However, the Data Source information does not appear as a normal field in:
Setup → APIs and SDKs → API Names
Workflow field selections
Zoho Analytics CRM synchronisation
It appears to be hidden system metadata rather than a standard CRM field.
Has anyone successfully accessed the Created Source and its related details through a custom function, Deluge, CRM API or another method?
In particular, we would like to know:
Can the original Created Source be retrieved separately from the Last Updated Source?
Can details such as Form Name, Device Type and Organisation Name be retrieved?
Are Data_Source or $data_source_details accessible through Deluge or the CRM Records API?
Can this information be copied into custom CRM fields?
Is there any supported way to synchronise this metadata directly into Zoho Analytics?
We want to avoid using the Last Updated Source, such as API, as the master source because this only reflects the latest system update rather than how the record originally entered CRM.
Any examples of working Deluge code, API responses or alternative approaches would be greatly appreciated.