zoho-crm
Zoho CRM API integration with managed OAuth. Manage leads, contacts, accounts, deals, and other CRM records. Use this skill when users want to read, create, update, or delete CRM records, search contacts, manage sales pipelines, access organization settings, manage users, or retrieve module metadata in Zoho CRM. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/byungkyu/zoho-crmWhat This Skill Does
The zoho-crm skill provides a seamless, secure gateway to the Zoho CRM API, enabling full CRUD (Create, Read, Update, Delete) operations on your business data. By leveraging managed OAuth authentication via Maton, users can automate interactions with leads, contacts, accounts, deals, and various custom CRM modules. This skill effectively abstracts away the complexities of Zoho's OAuth flow, allowing developers and AI agents to interact with CRM data through a simplified, authenticated REST API interface. Whether you need to synchronize contacts, pull sales pipeline reports, or trigger lead updates based on external events, this skill handles the connection lifecycle and API proxying automatically.
Installation
To integrate this skill, use the ClawHub installer via your terminal:
clawhub install openclaw/skills/skills/byungkyu/zoho-crm
Ensure you have a valid Maton API key generated at maton.ai and exported as an environment variable export MATON_API_KEY="YOUR_KEY". Before making API calls, verify that your Zoho CRM connection is active by visiting ctrl.maton.ai and completing the OAuth handshake.
Use Cases
- Automated Sales Outreach: Automatically create CRM contacts when new inquiries arrive via email or web forms.
- Pipeline Synchronization: Export and analyze deal stages across different territories for management reporting.
- Metadata Management: Programmatically fetch module layouts and field definitions to build dynamic data entry forms.
- User Provisioning: Manage CRM users and roles directly through programmatic workflows.
Example Prompts
- "List the top 5 most recent deals in my Zoho CRM account with their current stage and expected revenue."
- "Update the email address for the contact with ID 123456 to [email protected]."
- "Create a new lead in Zoho CRM named Jane Doe from the company TechCorp with the status 'Contacted'."
Tips & Limitations
- Connection Management: Always check the status of your connection using the connection list endpoint before executing batch operations.
- API Limits: Be mindful of Zoho's API rate limits. While the proxy manages your tokens, your specific Zoho CRM edition dictates the daily and per-minute throughput.
- Field Mappings: Ensure that custom fields follow the correct API naming conventions (e.g., using underscores instead of spaces).
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-byungkyu-zoho-crm": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: network-access, external-api
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