zoho-crm

Official

Guides Zoho CRM usage with correct routing.

AuthorNimbleBrainInc
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill guides Zoho CRM tool usage by ensuring requests are routed to the correct module (Leads, Contacts, Deals, and Tasks) and provides standardized guidance for common operations.

Core Features & Use Cases

  • Module routing guidance: Directs queries to Leads, Contacts, Deals, or Tasks based on user intent.
  • Query and create workflows: Supports retrieving records and creating tasks using Zoho CRM concepts and standard field names.
  • Use Case: When a user asks about overdue items, the skill instructs to query the Tasks module and filter by due date.

Quick Start

Trigger Zoho CRM operations with natural language, e.g., "Show overdue tasks" or "List deals closing this month".

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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
Download link: https://github.com/NimbleBrainInc/skills/archive/main.zip#zoho-crm

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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