Zoho CRM integrations

Connect Zoho CRM to any other app, or use it from your AI client over MCP. Zoho CRM makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities. Generic record CRUD, search, tagging, and lead conversion across any Zoho CRM module, with module + field discovery.

Connects with OAuthzoho.com

2 triggers 13 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Zoho CRM?

Ask the assistant

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client

Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide

Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide

Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide

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What your agent can do with Zoho CRM

Triggers and actions 2 triggers · 13 actions

Trigger
New or updated record
Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
Trigger
New record
Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
Action
Add note
Adds a note to a record in any supported Zoho CRM module.
Action
Add or update record (upsert)
Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
Action
Add tag to record
Add one or more tags (comma-separated names) to a record in the specified module.
Action
Convert lead
Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.
Action
Create record
Create a new record in the specified Zoho CRM module.
Action
Delete record
Delete a record by ID from the specified Zoho CRM module.
Action
Find records
Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.
Action
Get record
Retrieve a single record by ID from the specified Zoho CRM module.
Action
List notes
Lists notes across all records in Zoho CRM (requires an administrator profile).
Action
List users
Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.
Action
Query records (COQL)
Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
Action
Remove tag from record
Remove one or more tags (comma-separated names) from a record in the specified module.
Action
Update record
Update an existing record by ID in the specified Zoho CRM module.

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Questions

Zoho CRM, answered

Is there a Zoho CRM MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Zoho CRM. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Zoho CRM actions on demand, or have APIANT build, test and run automations that use Zoho CRM. Nothing to install.

What can start an automation from Zoho CRM?

Any of Zoho CRM's 2 triggers in the catalog, including New or updated record and New record. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Zoho CRM?

Any of Zoho CRM's 13 actions, including Create record, Update record, Add note and Add or update record (upsert). Your agent maps the data both ways and tests every scenario before it ships.

Can I use Zoho CRM directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Zoho CRM two ways. Ask it to do something in Zoho CRM once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Zoho CRM API?

No. APIANT connects to the Zoho CRM API for you, and you sign in to Zoho CRM once with OAuth. Describe what you want in plain language and your agent builds it on the Zoho CRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Zoho CRM API documentation and adds it.

Which apps can Zoho CRM connect to?

Any app in the catalog; the list on this page pairs Zoho CRM with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.