Zoho CRM: Most-used fields

Zoho CRM: Most-used fields#

The table below gives information about most-used fields that you can import from Zoho CRM. Other fields might also be available in Adverity.

The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.

FieldAdverity UI nameType
Account_Name Dimension

The name of the account or company. This is a mandatory field for Account records in Zoho CRM.

Account_Name.Id Metric

The unique identifier of the account associated with a record.

Account_Name.Name Dimension

The display name of the account associated with a record.

Ad Dimension

Represents the marketing campaign or advertising initiative that generated a lead, contact, or potential. This field links the record to its originating campaign in Zoho CRM, providing insights into marketing effectiveness.

Ad_Campaign_Name Dimension

The name of the advertising campaign linked to a record, often automatically populated from integrated advertising platforms like Google Ads.

Ad_Click_Date Dimension

The date and time when an associated advertisement was clicked, often recorded through integrations with advertising platforms.

Ad_Network Dimension

The advertising network from which the ad originated (e.g., Google Ads, Facebook Ads).

Adgroup_Name Dimension

The name of the ad group within an advertising campaign associated with a record.

Approval.Approve Dimension

An action to approve a record in an approval process, indicating acceptance.

Approval.Delegate Dimension

An action to delegate an approval request to another user or role in the approval process.

Approval.Reject Dimension

An action to reject a record in an approval process, indicating non-acceptance.

Approval.Resubmit Dimension

Indicates whether a record has been resubmitted for approval after an initial rejection within a configured approval process.

Approval.Takeover Dimension

An action allowing a user to take over an outstanding approval request from another user.

Approval_State Dimension

The current state of a record within an approval workflow (e.g., Pending, Approved, Rejected).

Approved Dimension

A boolean indicator specifying whether a record has been approved. Can be used to manually set a record into approval mode during creation.

Billing_City Dimension

The city component of a record's billing address.

Billing_Code Dimension

The postal code or ZIP code component of a record's billing address.

Billing_Country Dimension

The country component of a record's billing address.

Billing_Street Dimension

The street address component of a record's billing address.

Click_Type Dimension

The type of click that led to a record, often used in ad tracking to differentiate interactions (e.g., headline click, site link click).

Conversion_Export_Status Dimension

The status of a conversion data export job, indicating whether it's completed, in progress, or failed.

Conversion_Exported_On Dimension

The timestamp indicating when conversion data was last exported.

Cost_Per_Click Metric

The average cost incurred for each click on an advertisement, a key marketing metric.

Cost_Per_Conversion Metric

The average cost incurred for each successful conversion event, a key marketing metric.

Created_By.Email Dimension

The email address of the user who initially created the record.

Created_By.Id Metric

The unique identifier of the user who initially created the record.

Created_By.Name Dimension

The name of the user who initially created the record.

Created_Time Dimension

The timestamp indicating when the record was initially created in the CRM.

Currency_Symbol Dimension

The symbol representing the currency associated with financial values in the CRM.

Device_Type Dimension

The type of device (e.g., mobile, desktop, tablet) used by a prospect or customer during interactions, recorded within Zoho CRM.

E_Mail Dimension

The primary email address for the record, used for communication.

Email Dimension

The primary email address for the record, used for communication.

Email_Opt_Out Dimension

A boolean field indicating whether the contact has opted out of receiving email communications.

Facebook Dimension

A link to the record's Facebook profile or an indicator of Facebook integration.

Fetch_Date Dimension

The date when the record was fetched from the Zoho CRM API. This is an internally injected field by the data integration platform.

First_Name Dimension

The first name of the individual associated with the record.

Full_Name Dimension

The complete name of the individual, often a concatenated read-only field of First Name and Last Name.

Gclid Dimension

The Google Click Identifier, a parameter used to track performance of Google Ads campaigns.

Id Dimension

The unique identifier assigned to each record within Zoho CRM.

Import Metric

Indicates if a record was created or updated through an import process.

In_Merge Dimension

A flag indicating whether the record is currently involved in a merge operation with other records.

Industry Dimension

Categorizes the industry sector of an associated lead or account.

Instagram Dimension

A link to the record's Instagram profile or an indicator of Instagram integration.

Is_Duplicate Dimension

A boolean flag indicating if the record has been identified as a potential duplicate based on configured duplicate check rules.

Keyword Dimension

Refers to a specific word or phrase associated with a record, often used for categorization, search, or marketing attribution. This field can be used to tag records with relevant terms or capture search queries.

Last_Activity_Time Dimension

The timestamp of the most recent activity or interaction related to the record (e.g., email sent, task completed).

Last_Name Dimension

The last name of the individual associated with the record.

Latest_Web_Visit Dimension

Represents the timestamp of the most recent visit a contact or lead made to a website or digital property. This corresponds to the `Last_Visited_Time` API field.

Layout_Id Dimension

The unique identifier of the page layout used for displaying the record.

Layout_Id.Display_Label Dimension

The display label of the page layout used for the record.

Layout_Id.Id Dimension

The unique identifier of the page layout used for the record.

Layout_Id.Name Dimension

The name of the page layout used for the record.

Lead_Score Metric

A numerical value representing the qualification score of a lead, often calculated based on predefined criteria and activities to prioritize engagement.

Lead_Source Dimension

The original source from which the lead was acquired (e.g., Web Download, Trade Show, Referral).

Lead_Status Dimension

The current stage of the lead in the sales pipeline (e.g., New, Contacted, Qualified).

Linkedin Dimension

A link to the record's LinkedIn profile or an indicator of LinkedIn integration.

Linkedin_Link Dimension

The URL of the record's LinkedIn profile.

Mobile Dimension

The mobile phone number of the individual associated with the record.

Modified_By.Email Dimension

The email address of the user who last modified the record.

Modified_By.Id Metric

The unique identifier of the user who last modified the record.

Modified_By.Name Dimension

The name of the user who last modified the record.

Modified_Time Dimension

The timestamp indicating when the record was last modified in the CRM.

Organisation_Name Dimension

The name of the organization or company associated with the record.

Owner.Email Dimension

The email address of the user who is assigned as the owner of the record.

Owner.Id Dimension

The unique identifier of the user who is assigned as the owner of the record.

Owner.Name Dimension

The name of the user who is assigned as the owner of the record.

Parent_Account Dimension

The parent account of the current account in a hierarchical account structure. This is a lookup field.

Parent_Account.Id Metric

The unique identifier of the parent account.

Parent_Account.Name Dimension

The name of the parent account.

Partner Dimension

Indicates an association with a partner, or the name of a partner organization.

Phone Dimension

The primary phone number of the individual or organization associated with the record.

Reporting_To Dimension

Refers to the manager or superior to whom a contact or user reports within the organizational hierarchy. This is commonly a lookup field to another Contact or User record.

Reporting_To.Id Metric

The unique identifier of the user to whom the individual associated with the record reports.

Reporting_To.Name Dimension

The name of the user to whom the individual associated with the record reports.

Review Dimension

The status or an action related to the review process of a record, often used as a checkpoint for data validation.

Review_Process.Approve Dimension

An action within the review process to approve a record or specific field values.

Review_Process.Reject Dimension

An action within the review process to reject a record or specific field values.

Review_Process.Resubmit Dimension

Indicates whether a record has been resubmitted into a review process after being previously rejected.

Salutation Dimension

The form of address for an individual (e.g., Mr., Ms., Dr.). This is usually a picklist field.

Secondary_Email Dimension

An alternate or secondary email address for the record.

Sharing_Permission Dimension

Defines the access rights granted to users for sharing a record (e.g., read-only, read-write, full access).

Shipping_City Dimension

The city component of a record's shipping address.

Shipping_Code Dimension

The postal code or ZIP code component of a record's shipping address.

Shipping_Country Dimension

The country component of a record's shipping address.

Shipping_State Dimension

The state or province component of a record's shipping address.

Shipping_Street Dimension

The street address component of a record's shipping address.

State Dimension

The state or province associated with a record's address.

Tag.0.Id Metric

The unique identifier of a tag associated with a record. Tags are keywords used to categorize records. This is for the first tag in a list.

Tag.0.Name Dimension

The name of a tag associated with a record. Tags are keywords used to categorize records. This is for the first tag in a list.

Tag.1.Id Metric

The unique identifier for the second tag associated with the record.

Tag.1.Name Dimension

The name of the second tag associated with the record.

Tag.2.Id Metric

The unique identifier of a tag associated with a record. Tags are keywords used to categorize records. This is for the third tag in a list.

Tag.2.Name Dimension

The name of a tag associated with a record. Tags are keywords used to categorize records. This is for the third tag in a list.

Tag.3.Id Metric

The unique identifier of a tag associated with a record. Tags are keywords used to categorize records. This is for the fourth tag in a list.

Tag.3.Name Dimension

The name of a tag associated with a record. Tags are keywords used to categorize records. This is for the fourth tag in a list.

Unsubscribed_Mode Dimension

The method or reason for a contact's unsubscription from email communications (e.g., consent form, manual unsubscribe).

Unsubscribed_Time Dimension

The timestamp indicating when a contact unsubscribed from email communications.

Website Dimension

The official website URL associated with the record's company or individual.

Website_Url Dimension

This field stores the primary website URL associated with a CRM record, such as a Lead, Contact, or Account.