What are Queries in Zoho CRM?
In today’s fast-paced business environment, having instant access to the right data can make all the difference. Zoho CRM Queries let you fetch and display dynamic data from CRM modules and external services—all within your CRM interface. Whether you want to show related deals, external tickets, or custom dashboards, Queries empower you to create personalized, context-aware data experiences without complex coding.
About the series
This series walks you through building advanced data queries in Zoho CRM, streamlining your workflow, gaining deeper insights, and making data-driven decisions without leaving the product. Learn to write customized data-retrieval instructions that fetch records from CRM modules or external services via REST APIs or COQL (CRM Object Query Language). You can then associate these queries with CRM components like Canvas, Kiosk, and custom related lists to display data tailored to your business needs.
Agenda
Introduction and Basics
Introduction to Queries
When you should use Queries
Where you can use Queries
Sources and their types
Fundamentals of working with Queries
Creating a Query
Using Variables in Queries
Serialization and Schema Management
Demo with a use case
Speaker
Senior Technical Writer