skills.rest
shreefentsar
shreefentsarCOMMUNITY
Explore all skills by this author →
𝕏@shreefentsarGitHub

zoho

Automate Zoho CRM, Projects, and Meeting data operations via natural-language conversations.

4|Updated Jan 29, 2026
Search Tags:#automation#dialogue#oauth#cli#crm#standup#zoho
One-click install
npx skills add https://github.com/shreefentsar/clawdbot-zoho --skill zoho
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: zoho
Source: https://github.com/shreefentsar/clawdbot-zoho/tree/main
Command: npx skills add https://github.com/shreefentsar/clawdbot-zoho --skill zoho

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires curl, ffmpeg, jq, base64, stat, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This skill enables natural-language access to Zoho CRM, Projects, and Meeting, unifying data operations across modules so you can ask questions and perform actions without switching tools.

Core Features & Use Cases

  • CRM access: search, create, and update deals, contacts, and leads directly from conversational prompts.
  • Projects and Meeting: list tasks, milestones, and meeting recordings; download recordings and trigger standup summarization pipelines.
  • Use Case: Imagine coordinating a sprint: ask for open deals, assign tasks, and pull a daily standup summary in one conversation.

Quick Start

Install the Zoho skill via the Clawdhub marketplace and authenticate using the zoho CLI. After setup, run clawdhub install zoho; then configure a Zoho API app and a .env with client_id, client_secret, refresh_token, and org IDs. The CLI can be used standalone with zoho help and zoho token commands.

Frequently Asked Questions about zoho

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Zoho CRM tasks and manage deals using natural language?▼

You can automate Zoho CRM tasks by using conversational prompts to search, create, and update deals, contacts, and leads. It processes natural-language requests to execute day-to-day CRM data operations directly without manual tool switching.

What do I need to set up OAuth authentication for Zoho API access?▼

To set up Zoho OAuth authentication, you need a Zoho API app and a .env file containing your client_id, client_secret, refresh_token, and ORG IDs. You configure these credentials using the zoho CLI.

Can I download meeting recordings and generate standup summaries from Zoho Projects?▼

Yes, you can list meeting recordings and download them from Zoho Projects and Meeting. The skill includes optional standup-summarizer scripts to trigger automated summarization pipelines for your daily standups.

How do I manage project tasks and milestones across Zoho Projects through dialogue?▼

Managing project tasks through dialogue allows agents to list, assign, and update milestones and tasks within Zoho Projects. You can coordinate sprints by asking for open deals and assigning tasks in a single conversation.

What CLI dependencies are required to connect Zoho CRM and Projects?▼

Connecting Zoho CRM and Projects requires curl, ffmpeg, jq, base64, and stat. These CLI dependencies support the zoho CLI's OAuth token management, API requests, and meeting recording processing.

Related Skills

Explore More Product & Management Skills→
H2OSLabsH2OSLabs
1

oneauth-oauth2

Authenticate users via OneAuth OAuth2/OIDC with PKCE and token management.

Official
Advanced
ngochuy13ngochuy13

standup-helper

Convert raw standup updates into Done/Today/Blockers reports and summaries.

Community
Intermediate
bug-opsbug-ops
55

json-yaml

Parse, query, transform, validate, and convert JSON and YAML data using jq and fy.

Community
Intermediate
NimbleBrainIncNimbleBrainInc

zoho

Manage Zoho CRM records and execute lead conversion operations.

Official
Advanced