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Automate Zoho CRM tasks via Rube MCP (Composio): create/update records, search contacts, manage leads, and convert leads. Always search tools first for current schemas.
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SOC 職業分類に基づく
SKILL.md を表示中
| name | zoho-crm-automation |
| description | Automate Zoho CRM tasks via Rube MCP (Composio): create/update records, search contacts, manage leads, and convert leads. Always search tools first for current schemas. |
| type | skill |
| created | 2026-02-27T00:00:00.000Z |
| domain | business-marketing |
| category | sales-crm |
| risk | critical |
| source | community |
| tags | ["skill","business-marketing","sales-crm","zoho","crm","automation"] |
Automate Zoho CRM operations through Composio's Zoho toolkit via Rube MCP.
RUBE_MANAGE_CONNECTIONS with toolkit zohoRUBE_SEARCH_TOOLS first to get current tool schemasGet Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
RUBE_SEARCH_TOOLS respondsRUBE_MANAGE_CONNECTIONS with toolkit zohoWhen to use: User wants to find specific CRM records by criteria
Tool sequence:
ZOHO_LIST_MODULES - List available CRM modules [Prerequisite]ZOHO_GET_MODULE_FIELDS - Get field definitions for a module [Optional]ZOHO_SEARCH_ZOHO_RECORDS - Search records by criteria [Required]ZOHO_GET_ZOHO_RECORDS - Get records from a module [Alternative]Key parameters:
module: Module name (e.g., 'Leads', 'Contacts', 'Deals', 'Accounts')criteria: Search criteria string (e.g., 'Email:equals:john@example.com')fields: Comma-separated list of fields to returnper_page: Number of records per pagepage: Page number for paginationPitfalls:
When to use: User wants to add new leads, contacts, deals, or other CRM records
Tool sequence:
ZOHO_GET_MODULE_FIELDS - Get required fields for the module [Prerequisite]ZOHO_CREATE_ZOHO_RECORD - Create a new record [Required]Key parameters:
module: Target module name (e.g., 'Leads', 'Contacts')data: Record data object with field-value pairsPitfalls:
When to use: User wants to modify existing CRM records
Tool sequence:
ZOHO_SEARCH_ZOHO_RECORDS - Find the record to update [Prerequisite]ZOHO_UPDATE_ZOHO_RECORD - Update the record [Required]Key parameters:
module: Module namerecord_id: ID of the record to updatedata: Object with fields to update (only changed fields needed)Pitfalls:
When to use: User wants to convert a lead into a contact, account, and/or deal
Tool sequence:
ZOHO_SEARCH_ZOHO_RECORDS - Find the lead to convert [Prerequisite]ZOHO_CONVERT_ZOHO_LEAD - Convert the lead [Required]Key parameters:
lead_id: ID of the lead to convertdeal: Deal details if creating a deal during conversionaccount: Account details for the conversioncontact: Contact details for the conversionPitfalls:
When to use: User wants to tag records or manage relationships between records
Tool sequence:
ZOHO_CREATE_ZOHO_TAG - Create a new tag [Optional]ZOHO_UPDATE_RELATED_RECORDS - Update related/linked records [Optional]Key parameters:
module: Module for the tagtag_name: Name of the tagrecord_id: Parent record ID (for related records)related_module: Module of the related recorddata: Related record data to updatePitfalls:
1. Call ZOHO_LIST_MODULES to get all available modules
2. Call ZOHO_GET_MODULE_FIELDS with module name
3. Identify required fields, field types, and picklist values
4. Use field API names (not display labels) in data objects
Simple search:
criteria: '(Email:equals:john@example.com)'
Combined criteria:
criteria: '((Last_Name:equals:Doe)AND(Email:contains:example.com))'
Supported operators:
equals, not_equalstarts_with, containsgreater_than, less_than, greater_equal, less_equalbetween (for dates/numbers)per_page (max 200) and page starting at 1info.more_records flagField Names:
Rate Limits:
Data Formats:
Module Access:
| Task | Tool Slug | Key Params |
|---|---|---|
| List modules | ZOHO_LIST_MODULES | (none) |
| Get module fields | ZOHO_GET_MODULE_FIELDS | module |
| Search records | ZOHO_SEARCH_ZOHO_RECORDS | module, criteria |
| Get records | ZOHO_GET_ZOHO_RECORDS | module, fields, per_page, page |
| Create record | ZOHO_CREATE_ZOHO_RECORD | module, data |
| Update record | ZOHO_UPDATE_ZOHO_RECORD | module, record_id, data |
| Convert lead | ZOHO_CONVERT_ZOHO_LEAD | lead_id, deal, account, contact |
| Create tag | ZOHO_CREATE_ZOHO_TAG | module, tag_name |
| Update related records | ZOHO_UPDATE_RELATED_RECORDS | module, record_id, related_module, data |
This skill is applicable to execute the workflow or actions described in the overview.