Zoho CRM Skill

Manage customer relationships with Zoho's comprehensive CRM platform.

Quick Install

curl -sSL https://canifi.com/skills/zoho-crm/install.sh | bash

Or manually:

cp -r skills/zoho-crm ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set ZOHO_CLIENT_ID "your_client_id"
canifi-env set ZOHO_CLIENT_SECRET "your_client_secret"
canifi-env set ZOHO_REFRESH_TOKEN "your_refresh_token"
canifi-env set ZOHO_DOMAIN "com|eu|in|com.au"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

1. Lead & Contact Management: Create and manage leads, contacts, and accounts
2. Deal Tracking: Track deals through customizable sales stages
3. Workflow Automation: Set up automated workflows and triggers
4. Analytics & Reports: Generate custom reports and dashboards
5. Multi-channel Communication: Manage email, phone, and social interactions

Usage Examples

Create Lead

User: "Add a new lead in Zoho CRM for Mike Johnson from StartupXYZ"
Assistant: Creates lead with provided details

Update Deal

User: "Update the Enterprise contract value to $25000 in Zoho"
Assistant: Updates deal amount

Search Records

User: "Find all contacts from the technology sector in Zoho"
Assistant: Searches and returns matching contacts

Get Report

User: "Show me the monthly sales report from Zoho CRM"
Assistant: Retrieves sales report data

Authentication Flow

1. Register app in Zoho API Console
2. Implement OAuth 2.0 with authorization code
3. Get refresh token for persistent access
4. Use appropriate Zoho domain (US, EU, India, Australia)

Error Handling

Error	Cause	Solution
INVALID_TOKEN	Token expired	Use refresh token
INVALID_DATA	Malformed request	Validate request format
LIMIT_EXCEEDED	API limit reached	Wait or upgrade plan
NO_PERMISSION	Insufficient access	Check user permissions

Notes

• Free tier for up to 3 users
• Part of Zoho One suite
• Multiple data centers worldwide
• Extensive customization options
• Native integrations with Zoho apps
• API limits vary by edition