Zoho CRM is a customer relationship management platform used by sales, marketing, and customer support teams. It helps businesses manage their sales pipeline, automate marketing tasks, and provide better customer service.
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Before installing skills in Cursor, ensure your development environment meets these requirements:
node --versionzoho-crmExecute the skills CLI command in your project's root directory to begin installation:
Fetches zoho-crm from membranedev/application-skills and configures it for Cursor.
The CLI shows a list of agents. Use arrow keys and space to select Cursor:
Confirm successful installation by checking the skill directory location:
Restart Cursor to activate zoho-crm. Access via /zoho-crm in your agent's command palette.
We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.
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Create detailed user stories, acceptance criteria, and feature specs
Example
Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios
Reduce spec writing time by 50%, ensure comprehensive coverage
Research competitors, compare features, identify gaps
Example
Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities
Complete competitive research in 2 hours instead of 2 days
Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs
Example
Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale
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Zoho CRM is a customer relationship management platform used by sales, marketing, and customer support teams. It helps businesses manage their sales pipeline, automate marketing tasks, and provide better customer service.
Official docs: https://www.zoho.com/crm/developer/docs/api/v6/
This skill uses the Membrane CLI to interact with Zoho CRM. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.
Install the Membrane CLI so you can run membrane from the terminal:
npm install -g @membranehq/cli
membrane login --tenant
A browser window opens for authentication.
Headless environments: Run the command, copy the printed URL for the user to open in a browser, then complete with membrane login complete <code>.
membrane search zoho-crm --elementType=connector --json
output.items[0].element?.id, then:
membrane connect --connectorId=CONNECTOR_ID --json
When you are not sure if connection already exists:
membrane connection list --json
connectionIdWhen you know what you want to do but not the exact action ID:
membrane action list --intent=QUERY --connectionId=CONNECTION_ID --json
This will return action objects with id and inputSchema in it, so you will know how to run it.
| Name | Key | Description |
|---|---|---|
| List Records | list-records | List records from any Zoho CRM module. |
| Get Record | get-record | Get a single record by ID from any Zoho CRM module. |
| Create Record | create-record | Create a new record in any Zoho CRM module. |
| Update Record | update-record | Update an existing record in any Zoho CRM module. |
| Delete Record | delete-record | Delete a record from any Zoho CRM module. |
| List Users | list-users | List all users in the Zoho CRM organization |
| Get User | get-user | Get a specific user by ID |
| List Modules | list-modules | List all available modules in Zoho CRM |
| Get Module | get-module | Get metadata for a specific module |
| Search Records | search-records | Search records in a Zoho CRM module using various criteria |
| Query Records (COQL) | query-records | Query records using Zoho CRM COQL (CRM Object Query Language) |
| Upsert Record | upsert-record | Insert or update a record based on duplicate check fields |
| Convert Lead | convert-lead | Convert a Lead to Contact, Account, and optionally Deal |
| List Notes | list-notes | List all notes in Zoho CRM with pagination |
| Create Note | create-note | Create a new note attached to a record |
| Get Note | get-note | Get a specific note by ID |
| Update Note | update-note | Update an existing note |
| Delete Note | delete-note | Delete a note by ID |
| Get Related Records | get-related-records | Get related records for a parent record. |
| Clone Record | clone-record | Clone an existing record |
membrane action run --connectionId=CONNECTION_ID ACTION_ID --json
To pass JSON parameters:
membrane action run --connectionId=CONNECTION_ID ACTION_ID --json --input "{ \"key\": \"value\" }"
When the available actions don't cover your use case, you can send requests directly to the Zoho CRM API through Membrane's proxy. Membrane automatically appends the base URL to the path you provide and injects the correct authentication headers — including transparent credential refresh if they expire.
membrane request CONNECTION_ID /path/to/endpoint
Common options:
| Flag | Description |
|---|---|
-X, --method |
HTTP method (GET, POST, PUT, PATCH, DELETE). Defaults to GET |
-H, --header |
Add a request header (repeatable), e.g. -H "Accept: application/json" |
-d, --data |
Request body (string) |
--json |
Shorthand to send a JSON body and set Content-Type: application/json |
--rawData |
Send the body as-is without any processing |
--query |
Query-string parameter (repeatable), e.g. --query "limit=10" |
--pathParam |
Path parameter (repeatable), e.g. --pathParam "id=123" |
membrane action list --intent=QUERY (replace QUERY with your intent) to find existing actions before writing custom API calls. Pre-built actions handle pagination, field mapping, and edge cases that raw API calls miss.Make data-driven prioritization decisions faster
Draft PRDs, status updates, and stakeholder presentations
Example
Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement
Save 3-5 hours/week on communication overhead
Prerequisites
Time Estimate
30-60 minutes to see productivity improvements
Steps
Common Pitfalls
✓ Do
✗ Don't
💡 Pro Tips
✓ Use when
Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.
✗ Avoid when
Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.
mattpocock/skills
parcadei/continuous-claude-v3
cursor/plugins
ailabs-393/ai-labs-claude-skills
pproenca/dot-skills
mattpocock/skills
We added zoho-crm from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
Registry listing for zoho-crm matched our evaluation — installs cleanly and behaves as described in the markdown.
zoho-crm has been reliable in day-to-day use. Documentation quality is above average for community skills.
Keeps context tight: zoho-crm is the kind of skill you can hand to a new teammate without a long onboarding doc.
Solid pick for teams standardizing on skills: zoho-crm is focused, and the summary matches what you get after install.
zoho-crm is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
Registry listing for zoho-crm matched our evaluation — installs cleanly and behaves as described in the markdown.
zoho-crm fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
zoho-crm reduced setup friction for our internal harness; good balance of opinion and flexibility.
Solid pick for teams standardizing on skills: zoho-crm is focused, and the summary matches what you get after install.
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