We are excited to enhance a powerful feature of our G-Integrator for Zoho CRM addon: “Incremental Update”. This enhancement is designed to optimize your data synchronization process, making it more efficient and reducing the time it takes to update your records.

Why This Feature Matters

Many of our clients manage large volumes of data within Zoho CRM, such as calls, emails, and other records that rarely change once created. Previously, each synchronization would require re-querying the entire dataset, which could be time-consuming and resource-intensive. This often led to automatic updates being terminated prematurely due to the Google Script engine’s 6-minute execution limit.

With the new “Incremental Update” feature, you can now synchronize only the records that have been created since the last query execution. This targeted approach significantly reduces the amount of data being processed, thereby decreasing the overall download time and ensuring your updates complete within the allowed time frame.

Benefits of Incremental Updates

1. Faster Synchronizations: By only downloading new records, the synchronization process is much quicker, saving you valuable time.
2. Reduced Resource Usage: Minimizing the amount of data processed reduces the strain on your system, leading to more efficient operations.
3. Increased Reliability: Preventing automatic updates from being terminated ensures your data is always up-to-date without the need for manual intervention.
4. Improved Performance: Streamlined data handling means you can focus on your core business activities without worrying about lengthy data synchronization processes.

Important Warnings

While the incremental update feature offers significant advantages, it is important to be aware of the following:

1. Order By Conditions: If you have one or more “order by” conditions, the entire data set will be re-ordered during synchronization. This can take significant time if there are hundreds of thousands of records. Plan accordingly to avoid potential delays.
2. Data Integrity: The query does not update or validate any existing data. If the existing data is changed manually, the result can be unpredictable. Ensure that your data remains consistent and avoid manual changes during the synchronization process to maintain accuracy.
3. Unchanged Source Data: This feature works only if the source data in the Zoho CRM account are not changed. The addon will never re-download any existing data, so if they are changed in Zoho CRM, the sync will be lost. If you need to update existing data, you can temporarily uncheck the “Add New Records Only (Incremental Update)” option, manually re-synchronize the data, and then check it on again.

How to Use the Incremental Update Feature

Using this new feature is straightforward. Follow these steps to enable incremental updates in your G-Integrator for Zoho CRM addon:

1. Access the Settings: Navigate to the “2. Change Pull Settings (optional)” tab in your download template
2. Enable Incremental Update: Look for the option labeled “New Records Only (Incremental Update)” and toggle it on.
3. Save and Sync: Save your settings and initiate a synchronization. The addon will now only query and add new records created after the last execution.

Real-World Applications

Imagine you have thousands of call records in Zoho CRM that are never modified once logged. With incremental updates, you no longer need to re-download all these calls every time you sync your data. Instead, the addon will quickly fetch only the new calls since the last update, drastically reducing the synchronization time and ensuring your data set is always current.

Feedback and Support

We believe this feature will greatly enhance your experience with G-Integrator for Zoho CRM, and we are eager to hear your feedback. Should you have any questions or need assistance, our support team is always here to help. Please contact us by email: support@g-integrator.com

Thank you for choosing G-Integrator for Zoho CRM. We are committed to continuously improving our tools to better serve your needs.

Happy integrating!

The G-Integrator Team

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:

1. 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!

Dear G-Integrator clients!

We’ve added a new improvement to our Zoho CRM add-on: now you can select one extra level of the children’s relations in the data result.

So for example, your “Deal” module has an “Account Name” field. From now, you can select fields like: “Account Name.Parent Account.Account Name“, “Account Name.Parent Account.Account Owner.Added By“, etc.

This may result in some performance decrease, so, by default, you will be able to select only 1 children’s level. If you need to add one more, please change it the template’s “Change Pu;; Settings” tab:

Dear friends!

You probably are aware of the excellent product named Zoho Analytics. In my experience, it’s the best way to get your Zoho CRM reports. And we, in the G-Integrator for CRM, have some limited support of it.

But we understand that not everybody has this product, so we’ve decided to create a more restricted, but still useful service we’ve called “Custom reports”.

Currently, there are only four reports:

• Existing vs New Customers Sales Monthly
• Existing vs New Customers Sales Yearly
• Monthly Sales Report
• Closed Revenue Report

Please see the short video how to use them:

We are working on adding more custom reports in the coming weeks. If you want to have some particular report in our custom reports list, please contact us and we will consider it.