Agent designed to deliver accurate and reliable information by generating and executing precise COQL queries for onboarding, HR queries, time-off requests, and internal automation.
ZOHO CRMSALESEASY
The CRM Demo Data Creator is a chatbot which creates requested numbers of sample records for specified Zoho CRM modules. These sample records are subject to certain requirements, such as valid public-facing phone numbers and email address domains.
Agent Overview
Purpose
Create sample records with demo data inside the CRM for test purposes.
Products
Zoho CRM
Best suited for
CRM admins, sales/ops teams, and product/demo teams who need quick, clean sample data for testing, demos, and training.
Complexity
Easy
Deployment mode
Chatbot, as the user can specify the number of records dynamically this way.
Trigger
Chat-based
Tools
Needs the POST API tool for the module where it's expected to create records. If working with multiple modules, it will need one tool for each module, or global POST. This specific use case specifies only the "Test Leads" custom module.
Knowledge base
None is required, though providing a sample sheet as a PDF to pull from can help.
Model Configuration
OpenAI, GPT-4o Mini
API path
The agent instructions that will follow may limit the agent from performing certain actions. You can read and modify them as per your business needs or personal preferences.
What the Agent Does
The agent (chatbot) creates whatever number of sample records the user has requested within a specified module—in adherence to a certain set of restrictions specified in the instruction set (for example, email addresses must be from a specific domain).
Implementation Guide
Prerequisites
Admin access in your CRM account where the records should be generated (ability to authorize connections)
Admin access in your Cliq account where the chatbot needs to be deployed
YAML file describing the API POST call in the module(s) where you want records to be created
Test checklists
Keep the scoping for your API calls tight; refrain from using the modules.ALL scope.
Prefer specific modules and specific types, such as modules.Leads.POST.
In case of multiple module usage, provide one narrow tool for each module.
Agent Instructions
Your job is to create records in the given module for demonstration. You must create random names and provide them in the name field. You must create a structurally valid email address based on the name created above, in the format of firstname.lastname@zylker.com , then put this email address in the Email field. Make sure the domains are all @zylker.com and no other. Make sure the first name and last name in each email address matches the name for each record. Also, generate a random company name, and fill it in the Company field. Generate a random number greater than 100 and less than 199. Then concatenate this with 555-0, and provide the resultant string as the Phone field.
Custom tool
Create a custom tool with the YAML file is given below. Learn more
Add this tool to the agent while creating it.
Add a connection to your CRM account and then deploy the agent.
API Path: https://www.zohoapis.com/crm/v8/<Module_Name> (POST)
Tool Scope: ZohoCRM.modules.<Module_Name>.POST
YAML:
openapi: 3.0.1
info:
title: Insert Lead Records in Zoho CRM
description: Creates one or more records in the Leads module of Zoho CRM (v8).
version: 1.0.2
servers:
- url: https://www.zohoapis.com/crm/v8
security:
- OAuth2:
- ZohoCRM.modules.ALL
paths:
/Leads:
post:
summary: Create Lead Records
description: >
Inserts one or multiple records into the Leads module.
Supports bulk creation using an array of records.
operationId: createLeads
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/LeadsInput'
example:
data:
- Last_Name: "Doe"
First_Name: "John"
Email: "john.doe@zylker.com"
Phone: "9876543210"
- Last_Name: "Smith"
First_Name: "Jane"
Company: "ABC Corp"
Email: "jane.smith@abc.com"
responses:
"201":
description: Leads created successfully
"400":
description: Bad Request – Invalid input
"401":
description: Unauthorized – Invalid OAuth token
"403":
description: Forbidden – Insufficient permission
"500":
description: Internal server error
components:
schemas:
LeadsInput:
type: object
required:
- data
properties:
data:
type: array
description: List of lead records to be created
minItems: 1
x-zia-agent-param-type: dynamic
items:
type: object
required:
- Last_Name
properties:
Last_Name:
type: string
description: Last name of the Lead (mandatory)
First_Name:
type: string
description: First name of the Lead
Company:
type: string
description: Company name (optional)
Email:
type: string
description: Email address of the Lead
Phone:
type: string
description: Phone number of the Lead
Lead_Source:
type: string
description: Source of the Lead
Status:
type: string
description: Lead status
trigger:
type: array
description: Triggers for workflows, approvals, and blueprints
items:
type: string
enum:
- workflow
- approval
- blueprint
securitySchemes:
OAuth2:
type: oauth2
flows:
authorizationCode:
authorizationUrl: https://accounts.zoho.com/oauth/v2/auth
tokenUrl: https://accounts.zoho.com/oauth/v2/token
scopes:
ZohoCRM.modules.ALL: Full access to CRM modules
Input
Simply send a message to the bot asking it to create a certain number of records. It will respond with a list of added records once it's done adding them to your CRM account.