Collate business-pertinent data from any data source
Collate data from any module within Zoho CRM or any external services; establish a single source of truth for all business data wherever you need it. Queries help you retrieve, manage, and convert data into any required format for ingestion into sales and business processes.
Here's how we can help you
- Pull in data from a diverse range of data sources and services.
- Get contextual customer data for informed decision-making.
- Select module and fields, write COQL query or use REST APIs to fetch data.
- Embed queries anywhere within Zoho CRM.
Configure a query to ingest contextual data into Zoho CRM
Queries provides a flexible and flawless approach to collate diverse data into a single pane of glass without the need to set up massive infrastructure to access data. Use queries to specify the data needed from your source; use variables to add context; and a serializer to modify the response. Edit the generated schema to update the label and the field type so the response meets your data requirements.
Embed queries anywhere within Zoho CRM
Write the query once and reuse the query anywhere within Zoho CRM. Query configurations are retained so users don't have to go through the hassle of listing the type, nature, and criteria of data for extraction while reusing queries. Users can also associate a query anywhere from custom views created in Canvas to Kiosk, and more.
Define variables within queries to extract contextually relevant data
Make informed decisions with contextual data available wherever needed. Use variables within a query to fetch only contextual and relevant data into CRM. Merge CRM fields with the variables to successfully pass values while executing queries.
Serialize responses to customize query response
Leverage JavaScript to manipulate query responses and alter extracted data into readily consumable formats using the query serializer.
Modify the generated schema to enhance relevancy
Edit the auto-generated schema of any query by updating the labels and the CRM field type to the path. This helps in places where queries are associated for UI building, setting the criteria, and more.
