zoho-crm
The Zoho CRM skill provides an interface for managing CRM data, including leads, contacts, deals, and tasks, through the Membrane CLI. It handles authentication and API communication, allowing users to list, create, update, and delete records, as well as execute custom API requests via a proxy.
Is zoho-crm safe to install?
Review the source first: our audit of zoho-crm's source files found 9 shell commands, 1 external URL, no file writes (high risk). Every command and URL listed appears verbatim in the skill's source. The skill executes shell commands via the Membrane CLI and performs network requests to the Zoho CRM API.
How we audit skills: our security review methodology.
Who is this skill for?
Sales, marketing, and customer support teams using Zoho CRM who want to automate workflows and data management via an AI agent.
What can you do with it?
- Managing sales pipelines by creating and updating deals
- Automating marketing tasks through record management
- Retrieving customer information for support teams
- Executing custom Zoho CRM API requests when pre-built actions are insufficient
How good is this skill?
Quality score: 5/10. The documentation is clear, provides specific CLI commands, and outlines a logical workflow for authentication and interaction.
What does the skill file contain?
# Zoho CRM Zoho CRM is a customer relationship management platform used by sales, marketing, and customer support teams. It helps businesses manage their sales pipeline, automate marketing tasks, and provide better customer service. Official docs: https://www.zoho.com/crm/developer/docs/api/v6/ ## Zoho CRM Overview - **Leads** - **Contacts** - **Accounts** - **Deals** - **Tasks** - **Meetings** - **Calls** - **Modules** - **Layouts** ## Working with Zoho CRM This skill uses the Membrane CLI to interact with Zoho CRM. Membrane handles authentication and credentials refresh automatically —...
Frequently asked questions
How does the skill handle authentication?
The skill uses the Membrane CLI to manage authentication. Users run the login command, and Membrane handles credential storage and refresh cycles server-side.
What should I do if a connection is in the BUILDING state?
Poll the connection status using the membrane connection get command with the --wait flag until the state changes to READY.
Can I perform API operations not covered by the pre-built actions?
Yes, the membrane request command allows sending direct requests to the Zoho CRM API through the Membrane proxy, which automatically manages authentication headers.
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