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 or company. This is a mandatory field for Account records in Zoho CRM.	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	Represents information related to an advertisement or marketing campaign source that influenced a lead or contact. While not a direct field, it aligns with ‘Campaign Source’ in CRM modules.	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	Indicates whether a record has been resubmitted for approval after an initial rejection within a configured approval process.	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
Email	Email	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
Facebook	Facebook	A link to the record’s Facebook profile or an indicator of Facebook integration.	dimension
Fetch_Date	Fetch_Date	The date when the record was fetched from the Zoho CRM API. This is an internally injected field by the data integration platform.	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	Specifies the industry to which an account or a lead belongs, typically selected from a predefined list.	dimension
Instagram	Instagram	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 value representing the qualification score of a lead, often calculated based on predefined criteria and activities to prioritize engagement.	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
Linkedin	Linkedin	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	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.	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	Indicates whether a record has been resubmitted into a review process after being previously rejected.	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