Fähigkeiten zoho-crm-automation

📦

zoho-crm-automation

Name: zoho-crm-automation
Author: sickn33

Sicher ⚙️ Externe Befehle🌐 Netzwerkzugriff

Automate Zoho CRM Workflows with Rube MCP

Eliminate manual data entry in Zoho CRM by automating record creation, lead conversion, and bulk updates. This skill provides structured workflows for searching records, managing contacts, and handling sales operations through Composio's Zoho toolkit.

Unterstützt: Claude Codex Code(CC)

🥉 74 Bronze

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Verwendung von "zoho-crm-automation". Search for leads created in the last 7 days with status 'New'

Erwartetes Ergebnis:

Found 12 leads matching criteria: 1) John Doe (john@techcorp.com) - Created 2026-02-20, 2) Sarah Chen (sarah@innovate.io) - Created 2026-02-21, 3) Michael Brown (mike@startup.co) - Created 2026-02-22 [and 9 more results]

Verwendung von "zoho-crm-automation". Create a contact record for Maria Garcia at Global Industries

Erwartetes Ergebnis:

Successfully created contact record ID 9876543210 for Maria Garcia. Email: maria.garcia@global.com, Phone: +1-555-0147, Account: Global Industries

Verwendung von "zoho-crm-automation". Convert lead 456789 to contact, account, and deal

Erwartetes Ergebnis:

Lead conversion completed: Contact ID 111111 created, Account ID 222222 created (Global Tech), Deal ID 333333 created for $75000 (Stage: Negotiation). Original lead removed from Leads module.

Sicherheitsaudit

Sicher

v1 • 2/25/2026

All 59 static analysis findings are false positives. The detected patterns are markdown code literals documenting API tool names (e.g., ZOHO_LIST_MODULES, RUBE_SEARCH_TOOLS) and the legitimate Rube MCP service endpoint. No malicious code execution, data exfiltration, or security vulnerabilities present. This is documentation-only content for a Zoho CRM integration skill.

Gescannte Dateien

212

Analysierte Zeilen

befunde

Gesamtzahl Audits

Probleme mit niedrigem Risiko (1)

SKILL.md:22

External MCP Service Dependency

Skill requires external Rube MCP service endpoint (https://rube.app/mcp). This is a legitimate third-party integration service for Composio toolkits. No security risk - users must explicitly configure this MCP server.

Risikofaktoren

⚙️ Externe Befehle (55)

🌐 Netzwerkzugriff (1)

SKILL.md:22

Auditiert von: claude

Qualitätsbewertung

Architektur

100

Wartbarkeit

Inhalt

Community

100

Sicherheit

Spezifikationskonformität

Was du bauen kannst

Sales Lead Enrichment

Sales teams can automatically create lead records in Zoho CRM from web forms, enrich them with additional data, and track conversion through the sales pipeline

Bulk Contact Migration

Migrate contact databases from spreadsheets or legacy systems into Zoho CRM with validation, field mapping, and duplicate checking

Automated Lead Conversion

Convert qualified leads into contacts, accounts, and deals automatically when they reach specific criteria, accelerating the sales cycle

Probiere diese Prompts

Search for a Contact by Email

Search for a contact in Zoho CRM with the email address 'john@example.com'. Return their full name, phone number, and company.

Create a New Lead

Create a new lead in Zoho CRM with the following information: First Name: Jane, Last Name: Smith, Email: jane.smith@company.com, Phone: 555-0123, Company: Acme Corp, Lead Source: Website.

Update Existing Record

Find the lead with email 'prospect@company.com' and update their phone number to '555-9999' and set the status to 'Qualified'.

Convert Lead to Customer

Convert lead ID 123456789 to a contact and account. Create a deal with amount $50000, closing date 2026-03-31, and stage 'Qualification'.

Bewährte Verfahren

Always call RUBE_SEARCH_TOOLS first before any Zoho operation to get current tool schemas and ensure API compatibility
Use ZOHO_GET_MODULE_FIELDS to identify required fields before creating records - different modules have different mandatory fields
Search for existing records before creating new ones to prevent duplicate entries in your CRM database
Implement pagination when retrieving large datasets - use per_page=200 and check the more_records flag
Test search criteria syntax with simple queries first, then build complex criteria with AND/OR operators

Vermeiden

Do not skip calling RUBE_SEARCH_TOOLS at the start of your session - this ensures you have the latest tool definitions
Never use display labels instead of API field names - 'Last Name' will fail but 'Last_Name' will work
Avoid creating leads without checking for duplicates - use SEARCH_ZOHO_RECORDS with email criteria first
Do not assume all modules are accessible - user role permissions may restrict access to certain CRM modules
Never convert leads without confirmation - the operation is irreversible and permanently removes the lead record

Häufig gestellte Fragen

What is Rube MCP and why do I need it?

Rube MCP is a service that provides access to Composio's toolkits including Zoho CRM. You must add https://rube.app/mcp as an MCP server in your client configuration and authenticate with Zoho before using this skill.

How do I authenticate with Zoho CRM?

Call RUBE_MANAGE_CONNECTIONS with toolkit 'zoho'. If not active, follow the returned OAuth link to authorize the connection. Status must show ACTIVE before running any CRM operations.

Why does my search return no results?

Module names and field names are case-sensitive. Ensure you use 'Leads' not 'leads', and field API names like 'Last_Name' not display labels. Also check that your search criteria syntax uses the correct format: 'Field:operator:value'.

Can I undo a lead conversion?

No. Lead conversion is irreversible - the lead record is permanently deleted from the Leads module. Always verify you have the correct lead before calling ZOHO_CONVERT_ZOHO_LEAD.

What are the API rate limits?

Rate limits depend on your Zoho CRM plan. Free plans allow 5000 API calls per day. Enterprise plans support 25000+ calls per day. Implement delays between bulk operations and respect 429 rate limit responses.

How do I handle custom fields in my CRM?

Call ZOHO_GET_MODULE_FIELDS for your module to retrieve all field definitions including custom fields. Custom fields will have API names like 'CustomField1' or user-defined names that you must use in data objects.

Entwicklerdetails

Autor

sickn33

Lizenz

MIT

Repository

https://github.com/sickn33/antigravity-awesome-skills/tree/main/skills/zoho-crm-automation

Ref

main

Dateistruktur

📄 SKILL.md