zoho-crm

```bash

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

```

Or manually:

```bash

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

```

Configure via [canifi-env](https://canifi.com/setup/scripts):

```bash

# 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"

```

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](/setup/automation) 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:

```bash

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.

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

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

```

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 | 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 |

• 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