Zoho Crm Automation

Name: Zoho Crm Automation
Author: davepoon

Checked

davepoon·vlatest·marketing·MIT

Automate Zoho CRM tasks like lead assignment, data updates, and workflows using DavePoon's versatile AI agent skill.

Repository

Install on your platform

Showing Claude Code. One command installs this skill into any of the agents below.

Run this in your project

terminal

$ npx skills add davepoon/buildwithclaude --skill zoho-crm-automation -a claude-code

Uses the open-source skills CLI and needs Node.js. Add -g to install it for your user instead of this project.

What we know about this skill

Publisher

davepoon

Taken from the source listing. We haven't verified who controls this account.

Install target

Live repository

Not pinned. Installing fetches whatever the repository holds at the time you run the command.

No human has reviewed this code. The checks below are a static scan of the files at one commit — nobody has run this skill or judged whether it works. A skill runs with whatever access you give your agent, so read the source before you install it.

Automated safety checks

scanned 11 Oct 2026

This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.

Declares what it does: passed
SKILL.md parses and declares a name and a description.
SKILL.md exists, its frontmatter parses, and it declares a name and a description.
No undeclared network calls: passed
Makes no network calls.
Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.
No obfuscated payloads: passed
No encoded or obfuscated payloads.
No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.
No credential access: passed
Reads no keys, tokens, keychains or credential files.
Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.
No pipe-to-shell installers: passed
No pipe-to-shell or download-and-run installers.
No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.
Pinned to a commit: passed
Scanned davepoon/buildwithclaude at fc03a95b41.
The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.

Commit: fc03a95b41
Manifest: plugins/all-skills/skills/zoho-crm-automation/SKILL.md
Scanned: 1 file, 207 lines

This is a static scan, not a review. It reads the skill's files; it does not run them, and it cannot tell you whether the skill is any good or whether the code does what its description says. A skill runs with whatever access you give your agent.

What each check looks for →

About this skill

What it does

This skill allows AI agents to interact with Zoho CRM and automate tasks. It can create, update, or delete records within Zoho CRM based on instructions. The skill facilitates streamlining workflows by automating repetitive actions directly from an AI agent interaction.

When to use it

Automatically create a new lead in Zoho CRM when a website form is submitted.
Update the status of an existing deal in Zoho CRM after a customer confirms their purchase.
Create tasks for sales representatives based on newly created opportunities.
Delete old or irrelevant records from your Zoho CRM database to maintain data hygiene.

Key capabilities

Create new records (Leads, Contacts, Deals, etc.)
Update existing records
Delete records
Interact with Zoho CRM via API

Example prompts

"Create a new lead in Zoho CRM named John Doe with email [email protected] and phone 555-123-4567."
"Update the deal 'Project Alpha' in Zoho CRM to stage 'Closed Won'."
“Delete all contacts older than one year from Zoho CRM.”

Tips & gotchas

Requires authentication credentials for your Zoho CRM account. Ensure these are securely provided to the AI agent.