Agent skill
crm-sync
Sync leads from Zoho CRM into the local SQLite database. Fetches all leads, performs upserts with change detection, and maintains full audit history.
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/other/crm-sync
SKILL.md
crm-sync (CRM Lead Sync)
Synchronise leads from Zoho CRM into the local SQLite database.
Database
- Path:
raw/crm/crm.db - Schema:
scripts/crm/db_schema.sql
Tables
leads (current state):
- id (TEXT PRIMARY KEY) - Zoho record ID
- first_name, last_name, company, email, phone, lead_source, description
- created_at, updated_at - local timestamps
- zoho_modified_time - Modified_Time from Zoho
leads_history (audit trail):
- All lead fields plus captured_at and change_type ('insert', 'update', 'delete')
sync_log (sync metadata):
- started_at, completed_at, records_fetched, records_inserted, records_updated, status, error_message
Procedure
Step 1: Initialise Database
Ensure the database exists with correct schema:
mkdir -p raw/crm
sqlite3 raw/crm/crm.db < scripts/crm/db_schema.sql
Step 2: Start Sync Log
sqlite3 raw/crm/crm.db "INSERT INTO sync_log (started_at, status) VALUES (datetime('now'), 'running'); SELECT last_insert_rowid();"
Save the returned ID for later update.
Step 3: Fetch Leads from Zoho
Use mcp__zoho-crm__ZohoCRM_Get_Records:
- module: "Leads"
- fields: "id,First_Name,Last_Name,Company,Email,Phone,Lead_Source,Description,Modified_Time"
Handle pagination if more than one page of results.
Step 4: Upsert Each Lead
For each lead returned from Zoho:
4a. Check if exists:
sqlite3 raw/crm/crm.db "SELECT id, zoho_modified_time FROM leads WHERE id = '{lead_id}';"
4b. If new lead (not in database):
sqlite3 raw/crm/crm.db "
INSERT INTO leads (id, first_name, last_name, company, email, phone, lead_source, description, created_at, updated_at, zoho_modified_time)
VALUES ('{id}', '{first_name}', '{last_name}', '{company}', '{email}', '{phone}', '{lead_source}', '{description}', datetime('now'), datetime('now'), '{modified_time}');
INSERT INTO leads_history (lead_id, first_name, last_name, company, email, phone, lead_source, description, captured_at, change_type)
VALUES ('{id}', '{first_name}', '{last_name}', '{company}', '{email}', '{phone}', '{lead_source}', '{description}', datetime('now'), 'insert');
"
4c. If existing and Zoho version is newer (compare zoho_modified_time):
sqlite3 raw/crm/crm.db "
-- Capture old version to history
INSERT INTO leads_history (lead_id, first_name, last_name, company, email, phone, lead_source, description, captured_at, change_type)
SELECT id, first_name, last_name, company, email, phone, lead_source, description, datetime('now'), 'update'
FROM leads WHERE id = '{id}';
-- Update the lead
UPDATE leads SET
first_name = '{first_name}',
last_name = '{last_name}',
company = '{company}',
email = '{email}',
phone = '{phone}',
lead_source = '{lead_source}',
description = '{description}',
updated_at = datetime('now'),
zoho_modified_time = '{modified_time}'
WHERE id = '{id}';
"
4d. If unchanged (same or older zoho_modified_time): Skip.
Step 5: Update Sync Log
On success:
sqlite3 raw/crm/crm.db "
UPDATE sync_log SET
completed_at = datetime('now'),
records_fetched = {fetched},
records_inserted = {inserted},
records_updated = {updated},
status = 'completed'
WHERE id = {sync_id};
"
On failure:
sqlite3 raw/crm/crm.db "
UPDATE sync_log SET
completed_at = datetime('now'),
status = 'failed',
error_message = '{error}'
WHERE id = {sync_id};
"
Step 6: Report Results
Output a summary:
- Records fetched
- New leads inserted
- Existing leads updated
- Unchanged (skipped)
- Any errors
Field Mapping
| Zoho Field | Database Column |
|---|---|
| id | id |
| First_Name | first_name |
| Last_Name | last_name |
| Company | company |
| Phone | phone |
| Lead_Source | lead_source |
| Description | description |
| Modified_Time | zoho_modified_time |
Error Handling
- If MCP credentials are missing: Report what's needed
- If API rate limits hit: Wait and retry, or report partial progress
- If database errors occur: Log to sync_log with error_message
- Always update sync_log status even on failure
Privacy
- Do not display full email addresses or phone numbers in output
- Show redacted summaries unless user explicitly requests full details
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