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CRM Demo Data Creator

CRM Demo Data Creator

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

  1. Create a custom tool with the YAML file is given below. Learn more
  2. Add this tool to the agent while creating it.
  3. 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 a Test Leads Record
     description: Use this API to insert a new Test Leads into the CRM.
     version: 1.0.0
   servers:
   - url: https://www.zohoapis.com/crm/v8
     description: Zoho CRM Production
   security:
   - OAuth2:
     - ZohoCRM.modules.ALL
   paths:
     /Test_Leads:
       post:
         summary: Insert a Test Leads Record
         description: Use this API to insert a new Test Leads into the CRM.
         operationId: insertTestLeadsRecord
         requestBody:
           content:
             application/json:
               schema:
                 required:
                 - data
                 type: object
                 properties:
                   data:
                     type: array
                     items:
                       required:
                       - Name
                       type: object
                       properties:
                         Company:
                           type: string
                           description: Name of the company (Optional)
                         Name:
                           type: string
                           description: Last name of the lead (Mandatory)
                         Email:
                           type: string
                           description: Email address (Optional)
                         Phone:
                           type: string
                           description: Phone number details (Optional)
           required: true
         responses:
           "201":
             description: Test lead record created successfully.
           "202":
             description: Request accepted. Test lead will be created asynchronously.
           "400":
             description: Bad Request – Invalid or missing parameters.
           "401":
             description: Unauthorized – Invalid or expired OAuth token.
           "403":
             description: Forbidden – User lacks permission.
           "500":
             description: Internal Server Error.

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.

Output