Zoho CRM SQL templates

4 ready-to-run SQL models for Zoho CRM data in your own warehouse. Each one runs as-is against your synced tables, in Weld SQL or dbt.

• Zoho CRM Deal Pipeline

  Every Zoho deal classified as open, won or lost, with its account and owner joined on. Zoho ships no is_won flag, so the outcome is derived from the stage string - and the model shows you which stages fell through.

  Intermediate · 4 required models

• Zoho CRM Deal Flow by Month

  Deals created, won and lost per month per rep, with win rate by count and by value. Built on a month spine so a quiet month returns zeros instead of vanishing from the chart.

  Advanced · 5 required models

• Zoho CRM Rep Activity

  Calls, meetings and tasks logged per rep per day. Activity is per rep and never per deal - Zoho's What_Id and Who_Id are not synced, so the link to a deal does not exist in this connector.

  Intermediate · 5 required models

• Zoho CRM Account 360

  One row per account: its people, its open and won pipeline, and when anyone last wrote anything down. Flags accounts sitting on open pipeline with no note in 90 days.

  Advanced · 6 required models

Or browse templates for every connector.