We are excited to announce a new feature in the G-Integrator for Zoho addon: the ability to execute COQL queries directly within your Zoho CRM!
COQL, which stands for Custom Object Query Language, is a powerful query language similar to SQL but with more restrictions, designed specifically for Zoho CRM.
While the G-Integrator’s template builder and powerful filters are usually the best choices for creating queries, there are times when you may benefit from the lower-level control provided by COQL. One of the great reasons for using COQL is its support for aggregate functions such as SUM(), AVG(), COUNT(), MIN(), and MAX(). These functions allow you to perform calculations directly within your query, reducing the need to retrieve large amounts of raw data and manipulate it in your spreadsheet.
Let’s consider a small example: I need to select a number and a total sum for each of stages in my deal.
Before the COQL query feature, I would have to do the following:
- Use the G-Integrator addon to get the Stage and Amount for all the deals:
2. Then, use the spreadsheet’s “Pivot table” functionality to summarize the deals’ list and get the data.
The problems of such approash are obvious. First of all, your account may contain hundreds of thouthands of deals. Getting all of them woulf take a significant time.
Secondly, working with the Pivot tables it’s not easy and it is another place where the error can happen.
But now there is a better solution.
Here’s an example of a COQL query that calculates the total amount and number of deals grouped by stage, where the deal amount is greater than 0:
select Stage, SUM(Amount) AS "Total Amount", COUNT(Amount) AS "Number of Deals"from Deals
where Amount > 0
group by Stage
This query will return a concise result set that summarizes the total amount and number of deals for each stage, making it easier to analyze your data.
See, how easier and faster this is comparing to the previous solution!
To learn more about COQL and how to use it in your Zoho CRM, check out the Zoho documentation.
We believe that the addition of COQL query execution to G-Integrator for Zoho will empower you to extract even more value from your Zoho CRM data. Whether you need to perform complex calculations or simply want a more efficient way to analyze your data, COQL is a powerful tool that can help you achieve your goals.
Stay tuned for more updates, and as always, we welcome your feedback to continue improving our services.
We hope you enjoy these new features! If you have any questions or need assistance, please don’t hesitate to reach out to our support team. Happy integrating!