Skills zoho-crm-automation

📦

zoho-crm-automation

Name: zoho-crm-automation
Author: sickn33

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)

🥉 78 Bronze

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.

Markdown detail GET /skills/sickn33-zoho-crm-automation.md Signed manifest GET /api/skills/sickn33-zoho-crm-automation/manifest Signed lockfile GET /api/skills/sickn33-zoho-crm-automation/lockfile

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

Safe

v4 • 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.

Files scanned

207

Lines analyzed

Review items

False positives ignored

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.

Open versioned report

Copy report link

https://skillstore.io/skills/sickn33-zoho-crm-automation/audits/4?utm_source=security_passport&utm_medium=share&utm_campaign=versioned_report

Markdown badge

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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/4

BibTeX 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

Architecture

Maintainability

Content

Community

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

sickn33

License

MIT

Skillstore revision

Version notice

The author did not declare a version.

Repository

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

Ref

f93e9bb0daca99badb6a7e574b97737155d57cb3

Maintenance freshness

7/18/2026

Usage

6 downloads · 216 views

File structure

📄 SKILL.md

zoho-crm-automation

Install with my Agent

Agent-readable resources

Test it

Security Audit

Risk Factors

Copy report link

Markdown badge

HTML badge

Embed card

APA citation

BibTeX citation

CITATION.cff

Skillstore Score

What You Can Build

Prepare Sales Records

Clean CRM Data

Convert Qualified Leads

Try These Prompts

Best Practices

Avoid

Frequently Asked Questions

Developer Details