Can I work with custom fields and modules?

Yes, the skill includes tools to list all modules and fetch specific field schemas, allowing Claude to interact with your organization's custom CRM setup.

Is lead conversion supported?

Yes, the ZOHO_CONVERT_ZOHO_LEAD tool allows you to convert leads into Contacts, Accounts, and Deals in a single irreversible workflow.

What prerequisites are needed for this Zoho CRM skill?

You must have the Rube MCP server added to your Claude client and an active Zoho CRM connection established via RUBE_MANAGE_CONNECTIONS.

How does searching work in this skill?

It uses specific Zoho criteria syntax (e.g., 'Email:equals:value') and supports operators like contains, starts_with, and logical AND/OR combinations.

Does this skill handle Zoho API rate limits?

The skill provides guidance on rate limits; users should monitor 429 responses and implement delays for high-volume bulk operations as per their Zoho plan.

Zoho CRM Automation

Name: Zoho CRM Automation
Author: davepoon

bydavepoon

•

2,589

•

生产力与工作流

Automates Zoho CRM operations including record management, lead conversion, and advanced searches via Rube MCP.

This skill enables Claude to interact directly with Zoho CRM, allowing for the seamless automation of sales and marketing workflows. By utilizing the Rube MCP and Composio toolkit, users can programmatically search for contacts, create or update records across modules (Leads, Accounts, Deals), and handle complex tasks like lead conversion and tag management. The skill includes built-in discovery tools that fetch real-time schemas and API names, ensuring that data updates remain consistent with your specific CRM configuration and custom fields.

主要功能

01Full CRUD support for all Zoho CRM modules (Leads, Contacts, Accounts, Deals)

02Automated lead-to-deal conversion workflow management

03Dynamic discovery of module fields and API names to handle custom configurations

04Advanced record searching using complex logical criteria and operators

05Comprehensive tag management and related record synchronization

062,589 GitHub stars

使用场景

01Automating lead generation by creating CRM entries from external data sources

02Quickly querying customer data and contact information during support or planning sessions

03Syncing development milestones or project data directly into CRM deal records

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add davepoon/buildwithclaude zoho-crm-automation

For use in Claude.ai and ChatGPT

Download Skill