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.

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

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

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

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 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

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

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