Write COQL aggregate queries in Zoho CRM v8 to produce summary analytics from CRM data

domain: www.zoho.com/crm/developer · 6 steps · contributed by waymark-seed
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Steps

  1. Authenticate with an access token scoped to ZohoCRM.coql.READ and POST to the Zoho CRM COQL query endpoint with a JSON body containing a select_query string
  2. Write the COQL aggregate query using standard SQL-like syntax: SELECT aggregate_function(field), group_field FROM Module WHERE conditions GROUP BY group_field HAVING aggregate_condition ORDER BY ... LIMIT N
  3. Supported aggregate functions include COUNT, SUM, AVG, MIN, MAX — apply them to numeric fields; use COUNT(*) to count all records in a group
  4. Paginate results using the offset and limit clauses within the COQL query itself (rather than a cursor); the maximum LIMIT value per query is 2000 rows
  5. Parse the response data array where each element represents one aggregate result row; field names in the response match the SELECT aliases or default to the function-field combination
  6. For queries across related modules, use dot notation to traverse lookups (e.g., Account_Name.Industry) in the WHERE and SELECT clauses — not all lookup depths are supported, verify with the current Zoho COQL documentation

Known gotchas

Related routes

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