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

    • Can I map multiple Surveys into the CRM using the same fields?

      Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows

    • Dealing with API responses where integers have more than 16 digits

      Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

    • unblock e-mail

      please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr

    • Add Zoho Mail for users who do not need Zoho One

      We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently

    • ZML vs HTML Snippet - which is better?

      Are there certain use cases where one is better than the other?

    • Auto CheckOut Based On Shift.

      This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

    • Infinite loop of account verification

      Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

    • Load PO_Date field (Purchase Order) with current date in Deluge

      Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.

    • Zoho CRM in Microsoft Power Automate Custom Connector

      Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created

    • Spell check sucks

      Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

    • Zoho One Login Issue - Unable to receive OTP

      Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and

    • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

      In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

    • Problem of Import Client Users From CRM and or Expense

      I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,

    • equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)

      Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to

    • Unable to enable tax checkboxes

      Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

    • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

      Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have

    • ZohoSign and ZohoBooks Integration/Workflow

      Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one

    • Manage monthly tasks with projectsf

      Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will

    • Zoho Suite is very slow

      Since today Zoho is incredibly slow over all applications! What's going on?

    • Combine and hide invoice lines

      In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and

    • Zoho Devops

      We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing

    • Fuel up your sales with the Zoho SalesIQ + Bigin integration

      Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's

    • Introducing AI-powered Assessments & Zoho's native LLM, Zia

      We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

    • Ability to Reset Visitor Fields During an Active Chat Flow

      Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person

    • External ID in Zoho CRM

      Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need

    • Some emails are not being delivered

      I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

    • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

      With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

    • Template modifiactions

      Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the

    • Aggregating the First Value in the Group By of a dataset

      Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.

    • Track Zoho Campaign and Workflow sales impact

      I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase

    • What is a line break code for zoho?

      Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something

    • Automatic Project Owner change

      Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team

    • Button to add product to cart

      Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?

    • Problem with Submit Button Design

      I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix

    • Zoho CRM- Authorize your Microsoft Teams account issue

      Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each

    • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

      My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some

    • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

      Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests

    • Présentation de SecureForms dans Zoho Vault

      Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

      Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,

    • Next Page