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

    • unblock my zoho mail account. outlines@zoho.com

      please unblock my zoho mail account, outlines@zoho.com

    • Unable to see free plan option

      Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

    • Outgoing blocked: Unusual activity detected.

      I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

    • How to remove some users in zoho accounts

      How to remove some users in Zoho accounts.

    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

    • Forwarder

      Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

    • DKIM cannot be enabled for the domain as no verified default selector present

      Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

    • I can't log in to my account on Thunderbird

      I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

    • Sorten the domain of zoho mail ids

      I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

    • Weekly Tips : Customize your Zoho Mail Notifications

      In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling

    • How to move emails to Shared Mailbox?

      Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

    • Email task creator when task is updated/marked complete

      I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

    • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

      Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the

    • Download API file contents from browser

      Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

    • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

      I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

    • Adding a Channel to SalesIQ

      I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle

    • How Do I Refund a Customer Directly to Their Credit Card?

      Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

    • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

      Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

    • Important Features Missing

      Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

    • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

      Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

    • Currency selector (based on variable) usage in comparsion

      Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison

    • Customize Column in Projects - Default View for Template?

      Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc

    • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

      Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

    • Multi-Page Forms in Zoho Creator!

      Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

    • Email login error

      Login successfully but email page error

    • Shared Mailboxes Disappeared

      Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible

    • Remote Server is misconfigured

      Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

    • why cant i access my email account. it keeps asking me for reverifiying my account by entering my password.

      I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.

    • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

      Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our

    • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

      Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your

    • Workdrive and ChatGPT Team Synced Connectors

      Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

    • Alias Name (on items) use case in Zoho inventory

      Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, Chris

    • Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

      I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

    • Send e-mail with attachments

      Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment?  Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, Adam

    • How to I get checkboxes on a subform to update via deluge

      Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The output

    • Your bot just got smarter: AI-Powered routing that reads between the lines

      What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

    • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • Zoho Projects - Task Owner filter at Project level

      Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which

    • Cadences

      I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

    • Next Page