Zoho Crm Automation

# Zoho CRM Automation via Rube MCP

Automate Zoho CRM operations through Composio's Zoho toolkit via Rube MCP.

Prerequisites

- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)

- Active Zoho CRM connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `zoho`

- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas

Setup

**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.

1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds

2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `zoho`

3. If connection is not ACTIVE, follow the returned auth link to complete Zoho OAuth

4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Search and Retrieve Records

**When to use**: User wants to find specific CRM records by criteria

**Tool sequence**:

1. `ZOHO_LIST_MODULES` - List available CRM modules [Prerequisite]

2. `ZOHO_GET_MODULE_FIELDS` - Get field definitions for a module [Optional]

3. `ZOHO_SEARCH_ZOHO_RECORDS` - Search records by criteria [Required]

4. `ZOHO_GET_ZOHO_RECORDS` - Get records from a module [Alternative]

**Key parameters**:

- `module`: Module name (e.g., 'Leads', 'Contacts', 'Deals', 'Accounts')

- `criteria`: Search criteria string (e.g., 'Email:equals:john@example.com')

- `fields`: Comma-separated list of fields to return

- `per_page`: Number of records per page

- `page`: Page number for pagination

**Pitfalls**:

- Module names are case-sensitive (e.g., 'Leads' not 'leads')

- Search criteria uses specific syntax: 'Field:operator:value'

- Supported operators: equals, starts_with, contains, not_equal, greater_than, less_than

- Complex criteria use parentheses and AND/OR: '(Email:equals:john@example.com)AND(Last_Name:equals:Doe)'

- GET_ZOHO_RECORDS returns all records with optional filtering; SEARCH is for targeted lookups

2. Create Records

**When to use**: User wants to add new leads, contacts, deals, or other CRM records

**Tool sequence**:

1. `ZOHO_GET_MODULE_FIELDS` - Get required fields for the module [Prerequisite]

2. `ZOHO_CREATE_ZOHO_RECORD` - Create a new record [Required]

**Key parameters**:

- `module`: Target module name (e.g., 'Leads', 'Contacts')

- `data`: Record data object with field-value pairs

- Required fields vary by module (e.g., Last_Name for Contacts)

**Pitfalls**:

- Each module has mandatory fields; use GET_MODULE_FIELDS to identify them

- Field names use underscores (e.g., 'Last_Name', 'Email', 'Phone')

- Lookup fields require the related record ID, not the name

- Date fields must use 'yyyy-MM-dd' format

- Creating duplicates is allowed unless duplicate check rules are configured

3. Update Records

**When to use**: User wants to modify existing CRM records

**Tool sequence**:

1. `ZOHO_SEARCH_ZOHO_RECORDS` - Find the record to update [Prerequisite]

2. `ZOHO_UPDATE_ZOHO_RECORD` - Update the record [Required]

**Key parameters**:

- `module`: Module name

- `record_id`: ID of the record to update

- `data`: Object with fields to update (only changed fields needed)

**Pitfalls**:

- record_id must be the Zoho record ID (numeric string)

- Only provide fields that need to change; other fields are preserved

- Read-only and system fields cannot be updated

- Lookup field updates require the related record ID

4. Convert Leads

**When to use**: User wants to convert a lead into a contact, account, and/or deal

**Tool sequence**:

1. `ZOHO_SEARCH_ZOHO_RECORDS` - Find the lead to convert [Prerequisite]

2. `ZOHO_CONVERT_ZOHO_LEAD` - Convert the lead [Required]

**Key parameters**:

- `lead_id`: ID of the lead to convert

- `deal`: Deal details if creating a deal during conversion

- `account`: Account details for the conversion

- `contact`: Contact details for the conversion

**Pitfalls**:

- Lead conversion is irreversible; the lead record is removed from the Leads module

- Conversion can create up to three records: Conta