zoho-crm-automation
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.
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「zoho-crm-automation」を使用しています。 Search for leads created in the last 7 days with status 'New'
期待される結果:
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]
「zoho-crm-automation」を使用しています。 Create a contact record for Maria Garcia at Global Industries
期待される結果:
Successfully created contact record ID 9876543210 for Maria Garcia. Email: maria.garcia@global.com, Phone: +1-555-0147, Account: Global Industries
「zoho-crm-automation」を使用しています。 Convert lead 456789 to contact, account, and deal
期待される結果:
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.
セキュリティ監査
安全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.
低リスクの問題 (1)
リスク要因
⚙️ 外部コマンド (55)
🌐 ネットワークアクセス (1)
品質スコア
作れるもの
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
これらのプロンプトを試す
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 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.
Find the lead with email 'prospect@company.com' and update their phone number to '555-9999' and set the status to 'Qualified'.
Convert lead ID 123456789 to a contact and account. Create a deal with amount $50000, closing date 2026-03-31, and stage 'Qualification'.
ベストプラクティス
- 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
回避
- 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