Zoho CRM for Cowork

Description

Zoho CRM for Cowork adds a Productivity intelligence layer to your AI business stack. Every action you take through Claude makes it smarter about your productivity & notes workflows.

One more layer, compounding returns

Each plugin you install teaches Claude more about how your business works. Zoho CRM for Cowork connects your productivity & notes data so Claude can pull insights, take actions, and automate tasks — all in natural language.

What it does

10+ specialized tools that cover everything you need:

• zoho_test_connection — Test the connection to Zoho CRM by fetching current user info.
• zoho_list_records — List records from a Zoho CRM module.
• zoho_get_record — Get a single record from Zoho CRM.
• zoho_create_record — Create a new record in Zoho CRM.
• zoho_update_record — Update an existing record in Zoho CRM.
• zoho_delete_record — Delete a record from Zoho CRM.
• zoho_search_records — Search for records in Zoho CRM.
• zoho_list_modules — List all available modules in Zoho CRM.
• zoho_convert_lead — Convert a Lead to a Contact and optionally a Deal.
• zoho_list_notes — List all notes for a record in Zoho CRM.

Commands

• /zoho-crm-list — Quick reference for listing Zoho CRM leads, contacts, and deals
• /zoho-crm-setup — Quick reference for setting up Zoho CRM OAuth connection

Example commands

• “Show me my recent Zoho CRM content”
• “Create a new page in Zoho CRM”
• “Search Zoho CRM for meeting notes”
• “Set up my Zoho CRM connection”

How it works

Install the plugin, connect your Zoho CRM account, and start working through conversation. The more you use it alongside your other plugins, the more Claude understands your complete business context.

Perfect for

• Solo creators building an AI-powered business layer by layer
• Small teams that want Claude to understand their full tool stack
• Anyone who wants their AI to get smarter with every plugin installed