zoho-crm-connector
OfficialConnect to Zoho CRM for sales automation.
Marketing & Sales#data enrichment#sales automation#lead management#contact management#crm integration#zoho crm
AuthorAgentPMT
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates interactions with Zoho CRM, allowing AI agents to manage leads, contacts, accounts, and deals programmatically, streamlining sales and customer relationship management processes.
Core Features & Use Cases
- Data Retrieval: Search, query, and retrieve leads, contacts, accounts, and deals using various criteria including COQL.
- Data Modification: Create, update, and delete records when explicitly permitted, ensuring data governance.
- Metadata Access: Understand CRM structure by accessing module schemas and field metadata.
- Use Case: An AI sales assistant can use this skill to automatically pull a prospect's contact history and deal status from Zoho CRM before a scheduled call.
Quick Start
Use the zoho-crm-connector skill to list all lead records.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: zoho-crm-connector Download link: https://github.com/AgentPMT/agent-skills/archive/main.zip#zoho-crm-connector Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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