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

    • Project Management Bulletin: October, 2025

      Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management

    • Zoho Sheets saying locked when not locked

      Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.

    • Identifying and Merging Accounts with Similar (Non-Exact) Names

      Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the

    • Option for super admin to recover the deleted chats in Zoho Cliq

      Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,

    • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

      Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey

    • I am trying to integrate my module in sandbox environment to add data via API

      I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"

    • Setting up primary mobile number.

      Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.

    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

    • Guided Conversations - Ticket Creation

      Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the

    • How to send certain invoices for Approval based on condition?

      To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.

    • Unable to continue payment

      Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • Massive spam pretending to come from our address – is this a Zoho security issue?

      Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be

    • Cant recieve mails

      I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but

    • Zoho Sheet Autofit Data

      While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.

    • Enhancements to finance suite integrations

      Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.

    • Edit 'my' Notes only

      The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same

    • How do I filter contacts by account parameters?

      Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

    • Job Alerts for Candidates

      hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement

    • Show/ hide specific field based on user

      Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

    • Where are Kanban swimlanes

      So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research

    • Tip 19: How to display images in Pages using ZML snippets

      Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding

    • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

      I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing

    • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

      I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

    • Reference lookup field values in Client script

      hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data

    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

    • Every time an event is updated, all participants receive an update email. How can I deactivate this?

      Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

    • How can I filter a field integration?

      Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

    • How to implement new online payment gateway?

      Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window

    • Zoho CRM - Portal Users Edit Their Own Account Information

      Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of

    • Connecting Zoho Mail with Apollo.io

      Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but

    • Where does this report come from in the Zoho One ecosystems?

      Is this directly from MA, Analytics or ??? ???

    • Contact's title in "Contact Role Mapping"

      When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

    • Zoho CRM - Client Portal - Hide Notes Related List

      Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.

    • "Pivot Table" Conditional Formatting

      Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple

    • How many clients can be added to Zoho Practice?

      How many clients can be added to Zoho Practice without having their zoho app?

    • Stage History

      when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current

    • Automating Ticket Responses Using Zoho Desk's AI Features

      We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this

    • Next Page