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Skills zoho-crm-automation
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zoho-crm-automation
Content revision r1 Safe ⚙️ External commands🌐 Network access
Automate Zoho CRM Workflows
Zoho CRM work often needs careful field discovery before records are changed. This skill guides Claude, Codex, and Claude Code through Rube MCP workflows for reliable CRM actions.
Supports: Claude Codex Code(CC)
Install with my Agent
Copy this request to your Agent. It includes the canonical Skill page and manifest.
Agent request
Review the Skillstore skill "zoho-crm-automation" from https://skillstore.io/skills/sickn33-zoho-crm-automation.md and its manifest at https://skillstore.io/api/skills/sickn33-zoho-crm-automation/manifest. Verify the artifact. You may proceed after verification, subject to the environment's own policy.Your Agent should still show its plan and request any confirmation required by the security policy.
Agent-readable resources
Use these links when an AI agent, crawler, or script needs clean context instead of reading the full page.
Test it
Using "zoho-crm-automation". Search for a contact with email alex@example.com.
Expected outcome:
The assistant checks available Zoho tools, searches Contacts by email, and returns matching names, account links, phone numbers, and record IDs.
Using "zoho-crm-automation". Create a new lead from this web form submission.
Expected outcome:
The assistant identifies required Lead fields, asks for missing values, creates the record, and reports the new lead ID and key saved fields.
Using "zoho-crm-automation". Convert this qualified lead into a contact and deal.
Expected outcome:
The assistant finds the lead, explains the irreversible conversion, confirms account and deal details, then reports the created contact, account, and deal.
Security Audit
Safev4 • 7/7/2026 Open versioned report
All static findings were adjudicated as false positives after reviewing SKILL.md. The repeated command findings are Markdown references to MCP tool names, the URL is the expected Rube MCP endpoint, and no prompt injection or malicious intent was found.
1
Files scanned
207
Lines analyzed
0
Review items
0
False positives ignored
Risk Factors
⚙️ External commands (47)
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🌐 Network access (1)
No confirmed security findings were detected by the latest completed static and semantic audit. This does not prove the skill has no side effects.
Audited by: codex View Audit History →
Share & cite this report
Share the versioned assessment report, neutral badge, embed card, and citations. Skillstore reports evidence without deciding whether this Skill is safe.
Copy report link
https://skillstore.io/skills/sickn33-zoho-crm-automation/audits/4?utm_source=security_passport&utm_medium=share&utm_campaign=versioned_reportMarkdown badge
[](https://skillstore.io/skills/sickn33-zoho-crm-automation?utm_source=security_passport_badge)HTML badge
<a href="https://skillstore.io/skills/sickn33-zoho-crm-automation?utm_source=security_passport_badge"><img src="https://skillstore.io/badges/skills/sickn33-zoho-crm-automation/security.svg" alt="Skillstore security assessment" loading="lazy"></a>Embed card
<iframe src="https://skillstore.io/embed/skills/sickn33-zoho-crm-automation.html" title="Skillstore Security Assessment" sandbox="allow-popups allow-popups-to-escape-sandbox" loading="lazy" referrerpolicy="no-referrer" width="420" height="180"></iframe>Academic citations (APA · BibTeX · CFF)
APA citation
sickn33. (2026). zoho-crm-automation security audit report (audit version 4) [Author version unspecified]. Skillstore. https://skillstore.io/skills/sickn33-zoho-crm-automation/audits/4BibTeX citation
@techreport{sickn33-sickn33-zoho-crm-automation-2026,
author = {sickn33},
title = {zoho-crm-automation security audit report (audit version 4)},
institution = {Skillstore},
year = {2026},
number = {4},
url = {https://skillstore.io/skills/sickn33-zoho-crm-automation/audits/4},
note = {Author version unspecified}
}CITATION.cff
cff-version: 1.2.0
message: "If you use this Skill, cite its author and this versioned security audit report."
title: "zoho-crm-automation security audit report (audit version 4)"
version: "unspecified"
type: report
authors:
- name: "sickn33"
date-released: "2026-07-07"
url: "https://skillstore.io/skills/sickn33-zoho-crm-automation/audits/4"
identifiers:
- type: other
value: "skillstore:sickn33-zoho-crm-automation:audit:4"
description: "Skillstore immutable audit report identifier"
Skillstore Score
Why this score Evidence Confidence: High 55
Architecture
85
Maintainability
87
Content
70
Community
83
Spec Compliance
What You Can Build
Prepare Sales Records
Create or update leads, contacts, accounts, and deals with the right Zoho field names.
Clean CRM Data
Search records, verify identifiers, and apply focused updates without changing unrelated fields.
Convert Qualified Leads
Guide lead conversion into contacts, accounts, and deals while checking required details first.
Try These Prompts
Find a Contact
Use the Zoho CRM skill to search for a contact by email. First discover the current tool schema and fields, then return the best matching record summary.
Create a Lead
Create a Zoho CRM lead for this prospect. Check required fields for the Leads module first, then ask me for any missing required values before creating it.
Update a Deal
Find the deal named [deal name], confirm the record ID and current stage, then update only the stage and expected close date after I approve.
Convert and Tag Leads
Search for qualified leads from [company]. For each match, summarize conversion impact, confirm required account and deal details, then convert and apply the requested tag only after approval.
Best Practices
- Call the Rube search tool first so schemas match the current Zoho toolkit.
- Confirm record IDs and irreversible actions before updates or lead conversion.
- Use Zoho API field names and check picklist values before writing data.
Avoid
- Do not update records from names alone when multiple matches are possible.
- Do not assume display labels are valid API field names.
- Do not run bulk updates without checking Zoho rate limits and permissions.
Frequently Asked Questions
Does this skill require a Zoho connection?
Yes. Rube MCP must be connected, and Zoho OAuth must show an active connection before workflows run.
Can it create and update CRM records?
Yes. It can guide supported Zoho tools to create records and update selected fields after lookup.
Does it search tool schemas first?
Yes. The skill instructs the assistant to search current Rube tool schemas before using Zoho actions.
Can it convert leads?
Yes. It supports lead conversion, but users should confirm because conversion removes the lead from the Leads module.
Does it handle custom fields?
It can use custom fields when Zoho exposes their API names through module field discovery.
Is it a standalone Zoho API client?
No. It is guidance for using Zoho tools through Rube MCP and Composio.
Developer Details
Author
sickn33License
MIT
Skillstore revision
r1
Version notice
The author did not declare a version.
Repository
https://github.com/sickn33/antigravity-awesome-skills/tree/main/skills/zoho-crm-automationRef
f93e9bb0daca99badb6a7e574b97737155d57cb3
Maintenance freshness
7/18/2026
Usage
6 downloads · 216 views
File structure
📄 SKILL.md
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