zoho

Manage Zoho CRM, Projects, and Meeting resources via OAuth-authenticated API calls.

65|11|Updated Mar 2, 2026

Search Tags:#api #integration #oauth #crm #projects #meetings #zoho

Ready to run

npx skills add https://github.com/ankitjh4/indic-ai-skills --skill zoho-ankitjh4

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: zoho
Source: https://github.com/ankitjh4/indic-ai-skills/tree/main/skills/zoho
Command: npx skills add https://github.com/ankitjh4/indic-ai-skills --skill zoho-ankitjh4

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The zoho skill streamlines access to Zoho workspace data so users can manage deals, contacts, tasks, projects, milestones, and meeting recordings without manual API calls or web console navigation.

Core Features & Use Cases

Unified API Access: List, retrieve, create, and update CRM records such as Deals, Contacts, and Leads.
Project & Task Management: Query projects, list tasks, and inspect milestones to integrate project workflows into automation pipelines.
Meeting Recordings: Fetch meeting recordings and related metadata for compliance or archival workflows.
Use Case: Automatically pull a deal's details, create a linked project, and list open tasks for onboarding new customers.

Quick Start

Use the zoho skill to list CRM Deals and fetch details for deal 1234567890.

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 record management without manual API calls?▼

Automate Zoho CRM record management by listing, retrieving, creating, and updating deals, contacts, and leads directly. This avoids manual API calls and web console navigation, streamlining workflows for managing customer relationships and sales pipelines.

Can I fetch Zoho meeting recordings and project milestones using an API integration?▼

Yes, you can fetch Zoho meeting recordings and related metadata for compliance or archival workflows. The integration also queries projects, lists tasks, and inspects milestones to integrate project management workflows into automation pipelines.

What OAuth credentials do I need to integrate with Zoho projects and meetings?▼

Integrating with Zoho projects and meetings requires OAuth credentials including ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN, and ZOHO_ORG_ID. These credentials satisfy requirements for automatic OAuth token refresh and secure API interactions.

How do I create a linked Zoho project and list open tasks for a new deal?▼

To create a linked Zoho project and list open tasks for a new deal, pull the deal's details, create a linked project, and query open tasks. This automates the onboarding workflow for new customers by connecting CRM records with project milestones.

Does this Zoho API integration support updating existing contacts and deals?▼

Yes, the Zoho API integration supports updating existing contacts and deals. You can retrieve specific records by their ID, modify their details, and apply changes across Zoho organizations without navigating the web console.

Why does my Zoho CRM integration fail with an authentication error during token refresh?▼

Zoho CRM integration authentication errors during token refresh typically occur when the ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, or ZOHO_REFRESH_TOKEN environment variables are missing or invalid. Verify these credentials are correctly configured to restore automated API access.