Zoho CRM Bundle

Give your coding assistant the same respect you give a Zoho consultant—OAuth, data-center–correct URLs, COQL you can trust, and Blueprint-aware deal moves. This bundle connects Claude to Zoho CRM REST API v8 so spreadsheets become upserts, natural-language questions become validated COQL exports, and stage changes respect Blueprint rules instead of silently failing in the UI.

Why this bundle exists

Zoho is powerful and affordable—and easy to break with ad-hoc scripts. RevOps teams need metadata-first writes, regional www.zohoapis.* endpoints, token refresh, and guardrails on read queries. The shared _lib implements those patterns once; skills expose them as commands your assistant can chain in one thread.

How you benefit

• Fewer “CSV accidents” — sync-records maps Leads, Contacts, Accounts, and Deals with upsert semantics and dry-run defaults so you preview impact before writes.
• Segment without SQL sprawl — segment-records turns natural language into validated COQL (read-only checks before execution) and lands results in Excel your team can action.
• Governed pipeline motion — update-deal-stages and manage-blueprints route through Blueprint helpers so forced transitions do not bypass Zoho’s process rules.
• Room to grow — Additional skills ship as structured workflows (audits, summaries, exports, follow-ups) you extend for your org’s modules and fields—see each skill README for the current surface area.

Example prompts

When Claude has access to Zoho CRM through this bundle’s API integration (with your keys and project configured), you can ask in plain language—for example:

• Turn this English question into a validated COQL query and export matching deals to Excel for review.
• Sync this spreadsheet of leads into Zoho with upsert rules and default to dry-run until I say go.
• List deals that violate our Blueprint transitions and suggest safe next moves using the blueprint helpers.
• Give me a pipeline audit workbook: stale stages, missing owners, and a short narrative for RevOps.

Full power (easy to miss)

• Chain skills the way consultants script projects: e.g. segment open deals with no recent activity → audit pipeline → export for leadership (see CLAUDE.md example chaining).
• ZOHO_CRM_DRY_RUN_DEFAULT defaults toward safety on write-heavy paths; tighten OAuth scopes to least privilege once you know exact operations (recommended scopes are documented in CLAUDE.md).

What you get

Digital download: unzip into your project. Skills call Zoho CRM REST API v8 with OAuth2, data-center–aware URLs, and metadata-first writes.

Skill map

Area	Skill	What it does
Data in / out	sync-records	CSV/Excel → Leads, Contacts, Accounts, Deals (upsert, match fields, dry-run default)
Segmentation	segment-records	Natural language → validated COQL → Excel
Pipeline governance	update-deal-stages	Stage moves with Blueprint awareness via _lib
	manage-blueprints	Inspect or apply Blueprint transitions (extend per README)
Hygiene & narrative	clean-crm-data	Duplicate and data-quality diagnostics
	audit-pipeline	Pipeline audit workbook patterns
	summarize-account	Account brief from CRM context
	generate-sales-report	Sales reporting with Claude insights
Records & motion	enrich-crm-records	Enrichment workflow patterns
	create-deals	Deals from structured inputs or notes
	generate-followups	Tasks / Calls / Events patterns
Export	export-crm-data	Multi-format export patterns

Per-skill README.md files describe how far each workflow is hardened for your org—start with sync-records and segment-records for the highest-leverage paths.

Requirements

• ZOHO_CRM_CLIENT_ID, ZOHO_CRM_CLIENT_SECRET, ZOHO_CRM_REFRESH_TOKEN — Zoho API Console (match your data center).
• ZOHO_REGION — com, eu, in, com.au, jp, ca, or com.cn (default com).
• ANTHROPIC_API_KEY — Claude-powered skills.

Optional: ZOHO_CRM_ORG_ID, ZOHO_CRM_DEFAULT_OWNER, ZOHO_CRM_DRY_RUN_DEFAULT (default true for write-heavy paths).

Compatibility

macOS and Windows (run.sh / run.ps1). Designed for Claude Code and similar assistants.

Support

Technical reference: CLAUDE.md and per-skill README.md. Release history at the bottom of this page mirrors CHANGELOG.md so you can review updates before purchase; after download, both ship in the ZIP.

Release history

Below is the same content as CHANGELOG.md in this bundle, so you can see version history before purchase. After download, both files ship together in the ZIP.

Changelog

1.0.2 — 2026-04-30

• Add bundle-root .env.example documenting environment variables for this integration (copy to .env). No skill behavior changes.

1.0.1 — 2026-04-30

• Maintenance release: refreshed buyer-facing PRODUCT.md release history (mirrored from CHANGELOG.md) and rebuilt the distribution ZIP. No skill behavior changes.

1.0.0 — 2026-04-29

• Initial Zoho CRM bundle: REST API v8 _lib (OAuth2, regional hosts, modules, records, COQL, Blueprints, users, associations, exports).
• Twelve skills with source.md → _context/, run.sh / run.ps1, pytest coverage for _lib and representative skill tests (sync-records, segment-records).
• Full workflow for sync-records (metadata, CSV/Excel, dry-run default) and segment-records (Claude → validated COQL → export).