{"id":"1bb4b07d-4c84-4429-8569-42296dbb2c50","shortId":"wkmutC","kind":"skill","title":"zoho-crm-automation","tagline":"Automate Zoho CRM tasks via Rube MCP (Composio): create/update records, search contacts, manage leads, and convert leads. Always search tools first for current schemas.","description":"# Zoho CRM Automation via Rube MCP\n\nAutomate Zoho CRM operations through Composio's Zoho toolkit via Rube MCP.\n\n## Prerequisites\n\n- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)\n- Active Zoho CRM connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `zoho`\n- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas\n\n## Setup\n\n**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.\n\n\n1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds\n2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `zoho`\n3. If connection is not ACTIVE, follow the returned auth link to complete Zoho OAuth\n4. Confirm connection status shows ACTIVE before running any workflows\n\n## Core Workflows\n\n### 1. Search and Retrieve Records\n\n**When to use**: User wants to find specific CRM records by criteria\n\n**Tool sequence**:\n1. `ZOHO_LIST_MODULES` - List available CRM modules [Prerequisite]\n2. `ZOHO_GET_MODULE_FIELDS` - Get field definitions for a module [Optional]\n3. `ZOHO_SEARCH_ZOHO_RECORDS` - Search records by criteria [Required]\n4. `ZOHO_GET_ZOHO_RECORDS` - Get records from a module [Alternative]\n\n**Key parameters**:\n- `module`: Module name (e.g., 'Leads', 'Contacts', 'Deals', 'Accounts')\n- `criteria`: Search criteria string (e.g., 'Email:equals:john@example.com')\n- `fields`: Comma-separated list of fields to return\n- `per_page`: Number of records per page\n- `page`: Page number for pagination\n\n**Pitfalls**:\n- Module names are case-sensitive (e.g., 'Leads' not 'leads')\n- Search criteria uses specific syntax: 'Field:operator:value'\n- Supported operators: equals, starts_with, contains, not_equal, greater_than, less_than\n- Complex criteria use parentheses and AND/OR: '(Email:equals:john@example.com)AND(Last_Name:equals:Doe)'\n- GET_ZOHO_RECORDS returns all records with optional filtering; SEARCH is for targeted lookups\n\n### 2. Create Records\n\n**When to use**: User wants to add new leads, contacts, deals, or other CRM records\n\n**Tool sequence**:\n1. `ZOHO_GET_MODULE_FIELDS` - Get required fields for the module [Prerequisite]\n2. `ZOHO_CREATE_ZOHO_RECORD` - Create a new record [Required]\n\n**Key parameters**:\n- `module`: Target module name (e.g., 'Leads', 'Contacts')\n- `data`: Record data object with field-value pairs\n- Required fields vary by module (e.g., Last_Name for Contacts)\n\n**Pitfalls**:\n- Each module has mandatory fields; use GET_MODULE_FIELDS to identify them\n- Field names use underscores (e.g., 'Last_Name', 'Email', 'Phone')\n- Lookup fields require the related record ID, not the name\n- Date fields must use 'yyyy-MM-dd' format\n- Creating duplicates is allowed unless duplicate check rules are configured\n\n### 3. Update Records\n\n**When to use**: User wants to modify existing CRM records\n\n**Tool sequence**:\n1. `ZOHO_SEARCH_ZOHO_RECORDS` - Find the record to update [Prerequisite]\n2. `ZOHO_UPDATE_ZOHO_RECORD` - Update the record [Required]\n\n**Key parameters**:\n- `module`: Module name\n- `record_id`: ID of the record to update\n- `data`: Object with fields to update (only changed fields needed)\n\n**Pitfalls**:\n- record_id must be the Zoho record ID (numeric string)\n- Only provide fields that need to change; other fields are preserved\n- Read-only and system fields cannot be updated\n- Lookup field updates require the related record ID\n\n### 4. Convert Leads\n\n**When to use**: User wants to convert a lead into a contact, account, and/or deal\n\n**Tool sequence**:\n1. `ZOHO_SEARCH_ZOHO_RECORDS` - Find the lead to convert [Prerequisite]\n2. `ZOHO_CONVERT_ZOHO_LEAD` - Convert the lead [Required]\n\n**Key parameters**:\n- `lead_id`: ID of the lead to convert\n- `deal`: Deal details if creating a deal during conversion\n- `account`: Account details for the conversion\n- `contact`: Contact details for the conversion\n\n**Pitfalls**:\n- Lead conversion is irreversible; the lead record is removed from the Leads module\n- Conversion can create up to three records: Contact, Account, and Deal\n- Existing account matching may occur based on company name\n- Custom field mappings between Lead and Contact/Account/Deal modules affect the outcome\n\n### 5. Manage Tags and Related Records\n\n**When to use**: User wants to tag records or manage relationships between records\n\n**Tool sequence**:\n1. `ZOHO_CREATE_ZOHO_TAG` - Create a new tag [Optional]\n2. `ZOHO_UPDATE_RELATED_RECORDS` - Update related/linked records [Optional]\n\n**Key parameters**:\n- `module`: Module for the tag\n- `tag_name`: Name of the tag\n- `record_id`: Parent record ID (for related records)\n- `related_module`: Module of the related record\n- `data`: Related record data to update\n\n**Pitfalls**:\n- Tags are module-specific; a tag created for Leads is not available in Contacts\n- Related records require both the parent record ID and the related module\n- Tag names must be unique within a module\n- Bulk tag operations may hit rate limits\n\n## Common Patterns\n\n### Module and Field Discovery\n\n```\n1. Call ZOHO_LIST_MODULES to get all available modules\n2. Call ZOHO_GET_MODULE_FIELDS with module name\n3. Identify required fields, field types, and picklist values\n4. Use field API names (not display labels) in data objects\n```\n\n### Search Criteria Syntax\n\n**Simple search**:\n```\ncriteria: '(Email:equals:john@example.com)'\n```\n\n**Combined criteria**:\n```\ncriteria: '((Last_Name:equals:Doe)AND(Email:contains:example.com))'\n```\n\n**Supported operators**:\n- `equals`, `not_equal`\n- `starts_with`, `contains`\n- `greater_than`, `less_than`, `greater_equal`, `less_equal`\n- `between` (for dates/numbers)\n\n### Pagination\n\n- Set `per_page` (max 200) and `page` starting at 1\n- Check response `info.more_records` flag\n- Increment page until more_records is false\n- Total count available in response info\n\n## Known Pitfalls\n\n**Field Names**:\n- Use API names, not display labels (e.g., 'Last_Name' not 'Last Name')\n- Custom fields have API names like 'Custom_Field1' or user-defined names\n- Picklist values must match exactly (case-sensitive)\n\n**Rate Limits**:\n- API call limits depend on your Zoho CRM plan\n- Free plan: 5000 API calls/day; Enterprise: 25000+/day\n- Implement delays between bulk operations\n- Monitor 429 responses and respect rate limit headers\n\n**Data Formats**:\n- Dates: 'yyyy-MM-dd' format\n- DateTime: 'yyyy-MM-ddTHH:mm:ss+HH:mm' format\n- Currency: Numeric values without formatting\n- Phone: String values (no specific format enforced)\n\n**Module Access**:\n- Access depends on user role and profile permissions\n- Some modules may be hidden or restricted in your CRM setup\n- Custom modules have custom API names\n\n## Quick Reference\n\n| Task | Tool Slug | Key Params |\n|------|-----------|------------|\n| List modules | ZOHO_LIST_MODULES | (none) |\n| Get module fields | ZOHO_GET_MODULE_FIELDS | module |\n| Search records | ZOHO_SEARCH_ZOHO_RECORDS | module, criteria |\n| Get records | ZOHO_GET_ZOHO_RECORDS | module, fields, per_page, page |\n| Create record | ZOHO_CREATE_ZOHO_RECORD | module, data |\n| Update record | ZOHO_UPDATE_ZOHO_RECORD | module, record_id, data |\n| Convert lead | ZOHO_CONVERT_ZOHO_LEAD | lead_id, deal, account, contact |\n| Create tag | ZOHO_CREATE_ZOHO_TAG | module, tag_name |\n| Update related records | ZOHO_UPDATE_RELATED_RECORDS | module, record_id, related_module, data |\n\n## When to Use\nThis skill is applicable to execute the workflow or actions described in the overview.\n\n## Limitations\n- Use this skill only when the task clearly matches the scope described above.\n- Do not treat the output as a substitute for environment-specific validation, testing, or expert review.\n- Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are 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