Zoho Crm Automation
Automate Zoho CRM tasks like lead assignment, data updates, and workflows using DavePoon's versatile AI agent skill.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add zoho-crm-automation npx -- -y @trustedskills/zoho-crm-automation
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"zoho-crm-automation": {
"command": "npx",
"args": [
"-y",
"@trustedskills/zoho-crm-automation"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
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.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.