zoho-crm

Route Zoho CRM queries to Leads, Contacts, Deals, or Tasks modules.

2|Updated Jan 12, 2026

Search Tags:#automation #routing #queries #crm #tasks #lead-management #zoho

Ready to run

npx skills add https://github.com/NimbleBrainInc/skills --skill zoho-crm

💬 Prompt for ChatGPT / Claude Chat▼

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

SYSTEM DOCUMENTATION & REQUIREMENTS

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".

Frequently Asked Questions about zoho-crm

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

FAQPage Schema

How do I route Zoho CRM queries to the correct module?▼

You can retrieve overdue items in Zoho CRM by triggering the skill with a natural language request like "Show overdue tasks," which instructs the system to query the Tasks module and filter records by their due date.

Can I create tasks in Zoho CRM using natural language requests?▼

This skill handles common Zoho CRM operations including listing records, retrieving overdue items, and creating tasks across the Leads, Contacts, Deals, and Tasks modules using standardized query structures.

Does Zoho CRM query routing work for listing deals and contacts?▼

The skill uses COQL-like query structures and frontmatter-defined triggers to map your natural language input to the correct Zoho CRM module, ensuring standardized guidance and precise data interactions.

What limitations exist when automating Zoho CRM lead management tasks?▼

A limitation when automating Zoho CRM lead management is that the skill focuses on routing queries to Leads, Contacts, Deals, and Tasks, meaning operations outside these specific modules may not be supported.