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.
API name |
Adverity UI name |
Description |
Use in Adverity |
|---|---|---|---|
Account_Name |
Account_Name |
The name of the account associated with a record. This is typically a lookup field linking to the Accounts module. |
dimension |
Account_Name.Id |
Account_Name.Id |
The unique identifier of the account associated with a record. |
metric |
Account_Name.Name |
Account_Name.Name |
The display name of the account associated with a record. |
dimension |
Ad |
Ad |
A generic reference to an advertisement. This field may be related to marketing campaign tracking. |
dimension |
Ad_Campaign_Name |
Ad_Campaign_Name |
The name of the advertising campaign linked to a record, often automatically populated from integrated advertising platforms like Google Ads. |
dimension |
Ad_Click_Date |
Ad_Click_Date |
The date and time when an associated advertisement was clicked, often recorded through integrations with advertising platforms. |
dimension |
Ad_Network |
Ad_Network |
The advertising network from which the ad originated (e.g., Google Ads, Facebook Ads). |
dimension |
Adgroup_Name |
Adgroup_Name |
The name of the ad group within an advertising campaign associated with a record. |
dimension |
Approval.Approve |
Approval.Approve |
An action to approve a record in an approval process, indicating acceptance. |
dimension |
Approval.Delegate |
Approval.Delegate |
An action to delegate an approval request to another user or role in the approval process. |
dimension |
Approval.Reject |
Approval.Reject |
An action to reject a record in an approval process, indicating non-acceptance. |
dimension |
Approval.Resubmit |
Approval.Resubmit |
An action to resubmit a record for approval after modifications, typically following a rejection. |
dimension |
Approval.Takeover |
Approval.Takeover |
An action allowing a user to take over an outstanding approval request from another user. |
dimension |
Approval_State |
Approval_State |
The current state of a record within an approval workflow (e.g., Pending, Approved, Rejected). |
dimension |
Approved |
Approved |
A boolean indicator specifying whether a record has been approved. Can be used to manually set a record into approval mode during creation. |
dimension |
Billing_City |
Billing_City |
The city component of a record’s billing address. |
dimension |
Billing_Code |
Billing_Code |
The postal code or ZIP code component of a record’s billing address. |
dimension |
Billing_Country |
Billing_Country |
The country component of a record’s billing address. |
dimension |
Billing_Street |
Billing_Street |
The street address component of a record’s billing address. |
dimension |
Click_Type |
Click_Type |
The type of click that led to a record, often used in ad tracking to differentiate interactions (e.g., headline click, site link click). |
dimension |
Conversion_Export_Status |
Conversion_Export_Status |
The status of a conversion data export job, indicating whether it’s completed, in progress, or failed. |
dimension |
Conversion_Exported_On |
Conversion_Exported_On |
The timestamp indicating when conversion data was last exported. |
dimension |
Cost_Per_Click |
Cost_Per_Click |
The average cost incurred for each click on an advertisement, a key marketing metric. |
metric |
Cost_Per_Conversion |
Cost_Per_Conversion |
The average cost incurred for each successful conversion event, a key marketing metric. |
metric |
Created_By.Email |
Created_By.Email |
The email address of the user who initially created the record. |
dimension |
Created_By.Id |
Created_By.Id |
The unique identifier of the user who initially created the record. |
metric |
Created_By.Name |
Created_By.Name |
The name of the user who initially created the record. |
dimension |
Created_Time |
Created_Time |
The timestamp indicating when the record was initially created in the CRM. |
dimension |
Currency_Symbol |
Currency_Symbol |
The symbol representing the currency associated with financial values in the CRM. |
dimension |
Device_Type |
Device_Type |
The type of device used by a prospect or customer when interacting (e.g., mobile, desktop, tablet). |
dimension |
E_Mail |
E_Mail |
The primary email address for the record, used for communication. |
dimension |
The primary email address for the record, used for communication. |
dimension |
||
Email_Opt_Out |
Email_Opt_Out |
A boolean field indicating whether the contact has opted out of receiving email communications. |
dimension |
A link to the record’s Facebook profile or an indicator of Facebook integration. |
dimension |
||
Fetch_Date |
Fetch_Date |
dimension |
|
First_Name |
First_Name |
The first name of the individual associated with the record. |
dimension |
Full_Name |
Full_Name |
The complete name of the individual, often a concatenated read-only field of First Name and Last Name. |
dimension |
Gclid |
Gclid |
The Google Click Identifier, a parameter used to track performance of Google Ads campaigns. |
dimension |
Id |
Id |
The unique identifier assigned to each record within Zoho CRM. |
dimension |
Import |
Import |
Indicates if a record was created or updated through an import process. |
metric |
In_Merge |
In_Merge |
A flag indicating whether the record is currently involved in a merge operation with other records. |
dimension |
Industry |
Industry |
The industry sector to which the associated company or lead belongs, typically a picklist field. |
dimension |
A link to the record’s Instagram profile or an indicator of Instagram integration. |
dimension |
||
Is_Duplicate |
Is_Duplicate |
A boolean flag indicating if the record has been identified as a potential duplicate based on configured duplicate check rules. |
dimension |
Keyword |
Keyword |
A term or phrase used in marketing or search, potentially associated with how a lead was acquired. |
dimension |
Last_Activity_Time |
Last_Activity_Time |
The timestamp of the most recent activity or interaction related to the record (e.g., email sent, task completed). |
dimension |
Last_Name |
Last_Name |
The last name of the individual associated with the record. |
dimension |
Latest_Web_Visit |
Latest_Web_Visit |
dimension |
|
Layout_Id |
Layout_Id |
The unique identifier of the page layout used for displaying the record. |
dimension |
Layout_Id.Display_Label |
Layout_Id.Display_Label |
The display label of the page layout used for the record. |
dimension |
Layout_Id.Id |
Layout_Id.Id |
The unique identifier of the page layout used for the record. |
dimension |
Layout_Id.Name |
Layout_Id.Name |
The name of the page layout used for the record. |
dimension |
Lead_Score |
Lead_Score |
A numerical score indicating the quality or potential of a lead, typically calculated based on engagement and demographic data. |
metric |
Lead_Source |
Lead_Source |
The original source from which the lead was acquired (e.g., Web Download, Trade Show, Referral). |
dimension |
Lead_Status |
Lead_Status |
The current stage of the lead in the sales pipeline (e.g., New, Contacted, Qualified). |
dimension |
A link to the record’s LinkedIn profile or an indicator of LinkedIn integration. |
dimension |
||
Linkedin_Link |
Linkedin_Link |
The URL of the record’s LinkedIn profile. |
dimension |
Mobile |
Mobile |
The mobile phone number of the individual associated with the record. |
dimension |
Modified_By.Email |
Modified_By.Email |
The email address of the user who last modified the record. |
dimension |
Modified_By.Id |
Modified_By.Id |
The unique identifier of the user who last modified the record. |
metric |
Modified_By.Name |
Modified_By.Name |
The name of the user who last modified the record. |
dimension |
Modified_Time |
Modified_Time |
The timestamp indicating when the record was last modified in the CRM. |
dimension |
Organisation_Name |
Organisation_Name |
The name of the organization or company associated with the record. |
dimension |
Owner.Email |
Owner.Email |
The email address of the user who is assigned as the owner of the record. |
dimension |
Owner.Id |
Owner.Id |
The unique identifier of the user who is assigned as the owner of the record. |
dimension |
Owner.Name |
Owner.Name |
The name of the user who is assigned as the owner of the record. |
dimension |
Parent_Account |
Parent_Account |
The parent account of the current account in a hierarchical account structure. This is a lookup field. |
dimension |
Parent_Account.Id |
Parent_Account.Id |
The unique identifier of the parent account. |
metric |
Parent_Account.Name |
Parent_Account.Name |
The name of the parent account. |
dimension |
Partner |
Partner |
Indicates an association with a partner, or the name of a partner organization. |
dimension |
Phone |
Phone |
The primary phone number of the individual or organization associated with the record. |
dimension |
Reporting_To |
Reporting_To |
The user to whom the individual associated with the record reports, typically a lookup field to another user record. |
dimension |
Reporting_To.Id |
Reporting_To.Id |
The unique identifier of the user to whom the individual associated with the record reports. |
metric |
Reporting_To.Name |
Reporting_To.Name |
The name of the user to whom the individual associated with the record reports. |
dimension |
Review |
Review |
The status or an action related to the review process of a record, often used as a checkpoint for data validation. |
dimension |
Review_Process.Approve |
Review_Process.Approve |
An action within the review process to approve a record or specific field values. |
dimension |
Review_Process.Reject |
Review_Process.Reject |
An action within the review process to reject a record or specific field values. |
dimension |
Review_Process.Resubmit |
Review_Process.Resubmit |
An action within the review process to resubmit a record for review, typically after addressing rejection reasons. |
dimension |
Salutation |
Salutation |
The form of address for an individual (e.g., Mr., Ms., Dr.). This is usually a picklist field. |
dimension |
Secondary_Email |
Secondary_Email |
An alternate or secondary email address for the record. |
dimension |
Sharing_Permission |
Sharing_Permission |
Defines the access rights granted to users for sharing a record (e.g., read-only, read-write, full access). |
dimension |
Shipping_City |
Shipping_City |
The city component of a record’s shipping address. |
dimension |
Shipping_Code |
Shipping_Code |
The postal code or ZIP code component of a record’s shipping address. |
dimension |
Shipping_Country |
Shipping_Country |
The country component of a record’s shipping address. |
dimension |
Shipping_State |
Shipping_State |
The state or province component of a record’s shipping address. |
dimension |
Shipping_Street |
Shipping_Street |
The street address component of a record’s shipping address. |
dimension |
State |
State |
The state or province associated with a record’s address. |
dimension |
Tag.0.Id |
Tag.0.Id |
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. |
metric |
Tag.0.Name |
Tag.0.Name |
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. |
dimension |
Tag.1.Id |
Tag.1.Id |
The unique identifier for the second tag associated with the record. |
metric |
Tag.1.Name |
Tag.1.Name |
The name of the second tag associated with the record. |
dimension |
Tag.2.Id |
Tag.2.Id |
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. |
metric |
Tag.2.Name |
Tag.2.Name |
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. |
dimension |
Tag.3.Id |
Tag.3.Id |
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. |
metric |
Tag.3.Name |
Tag.3.Name |
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. |
dimension |
Unsubscribed_Mode |
Unsubscribed_Mode |
The method or reason for a contact’s unsubscription from email communications (e.g., consent form, manual unsubscribe). |
dimension |
Unsubscribed_Time |
Unsubscribed_Time |
The timestamp indicating when a contact unsubscribed from email communications. |
dimension |
Website |
Website |
The official website URL associated with the record’s company or individual. |
dimension |